E-signature workflow
1
Add quote recipients
Each recipient will need to sign the quote.

2
Publish the quote to your prospect
Publishing the quote will send an email notification to each recipient. You can optionally add a custom message to the notification.

3
Viewing the quote as a prospect

4
Review and sign the quote
To sign the quote, signers need to request a secure email link.

5
Partially signed quote
Once the first recipient has signed the quote, the quote is marked as 
Partially signed
.
6
All recipients have signed the quote
All recipients have signed the quote. The quote is now marked as 
Accepted
.
7
Final confirmation

Making changes to a published quote
You can make changes to both draft and published quotes. Making changes to a published quote requires the quote to be republished. Any signature attempts by your customer will be canceled and the quote will need to be signed again.
Enabling and disabling e-signatures
By default, e-signatures are disabled. To enable e-signatures, go to Settings > Quotes. Enabling or disabling e-signatures only applies to future quotes. While e-signatures are disabled, your customers will not be able to accept or sign the quote via Sequence. You can still mark quotes as accepted from the Sequence dashboard.
Countersigning a quote
Enable the countersigner setting to automatically add an internal signer (e.g. CEO) to every quote by default.
Compliance & security
Sequence e-signatures are powered by Dropbox Sign. Learn more about Dropbox Sign’s compliance and legality here.
Frequently asked questions
What if I forgot to add a recipient to an already sent quote?
What if I forgot to add a recipient to an already sent quote?
You can add another recipient and republish the quote. Users who signed the quote already will need to re-sign.
Do I need my own Dropbox Sign account?
Do I need my own Dropbox Sign account?
No. Dropbox Sign is natively integrated into Sequence CPQ and no account is required.
How can I cancel an open e-signature request?
How can I cancel an open e-signature request?
Archive the quote. Archiving the quote will cancel the signature request.