E-signature

Add quote recipients and countersigner

Add recipients who will need to sign the quote. You can also select an internal countersigner who will sign on behalf of your company.

Publish the quote

• Send signature requests
• Publish as shareable link

Enable Send signature requests to signers to automatically send email notifications to all signers. You can optionally add a custom message to the notification.

Disable Send signature requests to signers to publish the quote as a shareable link. You can send signature requests later.

Customer receives or accesses the quote

• Email notification
• Shareable link

If you sent signature requests, recipients will receive an email with a link to review and sign the quote.

If you published a shareable link, customers can access the quote and click Review and sign to trigger authentication emails.

Sign the quote

All signing happens directly within the Sequence quote interface. Recipients complete the following steps:

• 1) Review and sign
• 2) Get started
• 3) Click to sign
• 4) Add signature
• 5) I agree
• 6) Done

Click Review and sign to begin the signing process.

Review the quote details and click Get started to proceed.

The signing interface displays all signers. Click Click to sign to add your signature.

Choose to draw, type, or upload your signature. Enter or create your signature and click Insert to continue.

Review the legal agreement and click I agree to sign the document.

Once the first recipient has signed, the quote status updates to Pending 1 Signature. The signed recipient is marked with a check mark.

Quote owner receives notification

When a signer completes their signature, the quote owner receives an email notification.

Send signature reminders

For pending signatures, you can send reminder emails to signers who haven’t signed yet.

All parties have signed

Once all recipients have signed, the quote is fully executed. You’ll receive a final confirmation email and can view the signed contract.

• Email confirmation
• Dashboard view

All signers receive a confirmation email when the quote is fully signed.

The dashboard shows the completed status with all signers marked as complete. You can now view the signed quote and create a billing schedule.