E-signature workflow
1
Add quote recipients
Each recipient will need to sign the quote.
2
Publish the quote to your prospect
- Published quote
- Email notification
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
- 1) Review signers
- 2) Go to inbox
- 3) View Dropbox Sign email
- 4) Sign 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
- Dropbox Sign confirmation
- Download PDF
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.