> ## Documentation Index
> Fetch the complete documentation index at: https://docs.sequencehq.com/llms.txt
> Use this file to discover all available pages before exploring further.

# E-signature

> Create a frictionless signing experience with compliant e-signatures powered by Dropbox Sign

Sequence uses Dropbox Sign to collect secure and compliant electronic signatures.

## E-signature workflow

<Steps>
  <Step title="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.

    <Frame>
      <img src="https://mintcdn.com/sequence/-Km_wqS3-uKkZfju/images/product/cpq/esig_embedded_1.png?fit=max&auto=format&n=-Km_wqS3-uKkZfju&q=85&s=00461214c68b2a9434c4f7a2666e96ff" alt="Add quote recipients and select countersigner" width="3446" height="1906" data-path="images/product/cpq/esig_embedded_1.png" />
    </Frame>
  </Step>

  <Step title="Publish the quote">
    <Tabs>
      <Tab title="Send signature requests">
        Enable **Send signature requests to signers** to automatically send email notifications to all signers. You can optionally add a custom message to the notification.

        <Frame>
          <img src="https://mintcdn.com/sequence/-Km_wqS3-uKkZfju/images/product/cpq/esig_embedded_2.png?fit=max&auto=format&n=-Km_wqS3-uKkZfju&q=85&s=dbac9dd28aac644435cf10d69f5936de" alt="Publish and send signature requests" width="3446" height="1910" data-path="images/product/cpq/esig_embedded_2.png" />
        </Frame>
      </Tab>

      <Tab title="Publish as shareable link">
        Disable **Send signature requests to signers** to publish the quote as a shareable link. You can send signature requests later.

        <Frame>
          <img src="https://mintcdn.com/sequence/-Km_wqS3-uKkZfju/images/product/cpq/esig_embedded_3.png?fit=max&auto=format&n=-Km_wqS3-uKkZfju&q=85&s=fe07b76a52938b69bacd3e754e6ad2e5" alt="Publish quote as shareable link" width="3448" height="1910" data-path="images/product/cpq/esig_embedded_3.png" />
        </Frame>

        <Frame>
          <img src="https://mintcdn.com/sequence/-Km_wqS3-uKkZfju/images/product/cpq/esig_embedded_4.png?fit=max&auto=format&n=-Km_wqS3-uKkZfju&q=85&s=284e0a6e76c3298158c3ec66b270a50c" alt="Quote shareable link" width="3448" height="1908" data-path="images/product/cpq/esig_embedded_4.png" />
        </Frame>
      </Tab>
    </Tabs>
  </Step>

  <Step title="Customer receives or accesses the quote">
    <Tabs>
      <Tab title="Email notification">
        If you sent signature requests, recipients will receive an email with a link to review and sign the quote.

        <Frame>
          <img src="https://mintcdn.com/sequence/-Km_wqS3-uKkZfju/images/product/cpq/esig_embedded_5.png?fit=max&auto=format&n=-Km_wqS3-uKkZfju&q=85&s=bb235cbae636c0e0fc903c585ec36aad" alt="Signature request email" width="2726" height="1470" data-path="images/product/cpq/esig_embedded_5.png" />
        </Frame>
      </Tab>

      <Tab title="Shareable link">
        If you published a shareable link, customers can access the quote and click **Review and sign** to trigger authentication emails.

        <Frame>
          <img src="https://mintcdn.com/sequence/-Km_wqS3-uKkZfju/images/product/cpq/esig_embedded_17.png?fit=max&auto=format&n=-Km_wqS3-uKkZfju&q=85&s=f055d281cf69d6699436c859549ffe83" alt="Review and sign" width="3444" height="1902" data-path="images/product/cpq/esig_embedded_17.png" />
        </Frame>
      </Tab>
    </Tabs>
  </Step>

  <Step title="Sign the quote">
    All signing happens directly within the Sequence quote interface. Recipients complete the following steps:

    <Tabs>
      <Tab title="1) Review and sign">
        Click **Review and sign** to begin the signing process.

        <Frame>
          <img src="https://mintcdn.com/sequence/-Km_wqS3-uKkZfju/images/product/cpq/esig_embedded_6.png?fit=max&auto=format&n=-Km_wqS3-uKkZfju&q=85&s=032a81951500f82d517b91f79e697607" alt="Review and sign" width="3442" height="1906" data-path="images/product/cpq/esig_embedded_6.png" />
        </Frame>
      </Tab>

      <Tab title="2) Get started">
        Review the quote details and click **Get started** to proceed.

        <Frame>
          <img src="https://mintcdn.com/sequence/-Km_wqS3-uKkZfju/images/product/cpq/esig_embedded_7.png?fit=max&auto=format&n=-Km_wqS3-uKkZfju&q=85&s=39e563b0702f1f6e5f53c99a40a16c1d" alt="Get started" width="3452" height="1908" data-path="images/product/cpq/esig_embedded_7.png" />
        </Frame>
      </Tab>

      <Tab title="3) Click to sign">
        The signing interface displays all signers. Click **Click to sign** to add your signature.

        <Frame>
          <img src="https://mintcdn.com/sequence/-Km_wqS3-uKkZfju/images/product/cpq/esig_embedded_8.png?fit=max&auto=format&n=-Km_wqS3-uKkZfju&q=85&s=32f7a63667132770af51749f9b70fde4" alt="Click to sign" width="3450" height="1908" data-path="images/product/cpq/esig_embedded_8.png" />
        </Frame>
      </Tab>

      <Tab title="4) Add signature">
        Choose to draw, type, or upload your signature. Enter or create your signature and click **Insert** to continue.

        <Frame>
          <img src="https://mintcdn.com/sequence/-Km_wqS3-uKkZfju/images/product/cpq/esig_embedded_9.png?fit=max&auto=format&n=-Km_wqS3-uKkZfju&q=85&s=9d943d73900d44b334f341609d387aab" alt="Add signature modal" width="3448" height="1910" data-path="images/product/cpq/esig_embedded_9.png" />
        </Frame>

        <Frame>
          <img src="https://mintcdn.com/sequence/-Km_wqS3-uKkZfju/images/product/cpq/esig_embedded_10.png?fit=max&auto=format&n=-Km_wqS3-uKkZfju&q=85&s=9763313a5797b14b812c4b6b67059f32" alt="Signature entered" width="3446" height="1910" data-path="images/product/cpq/esig_embedded_10.png" />
        </Frame>
      </Tab>

      <Tab title="5) I agree">
        Review the legal agreement and click **I agree** to sign the document.

        <Frame>
          <img src="https://mintcdn.com/sequence/-Km_wqS3-uKkZfju/images/product/cpq/esig_embedded_11.png?fit=max&auto=format&n=-Km_wqS3-uKkZfju&q=85&s=e006ed84801dfc0bac2d4fedb6418d49" alt="I agree" width="3452" height="1906" data-path="images/product/cpq/esig_embedded_11.png" />
        </Frame>
      </Tab>

      <Tab title="6) Done">
        Once the first recipient has signed, the quote status updates to **Pending 1 Signature**. The signed recipient is marked with a check mark.

        <Frame>
          <img src="https://mintcdn.com/sequence/-Km_wqS3-uKkZfju/images/product/cpq/esig_embedded_12.png?fit=max&auto=format&n=-Km_wqS3-uKkZfju&q=85&s=c1e92e2fe8f5204dd69d5b05ed487076" alt="One party signed status" width="3444" height="1902" data-path="images/product/cpq/esig_embedded_12.png" />
        </Frame>
      </Tab>
    </Tabs>
  </Step>

  <Step title="Quote owner receives notification">
    When a signer completes their signature, the quote owner receives an email notification.

    <Frame>
      <img src="https://mintcdn.com/sequence/-Km_wqS3-uKkZfju/images/product/cpq/esig_embedded_13.png?fit=max&auto=format&n=-Km_wqS3-uKkZfju&q=85&s=3593c8c217d7322c3e541d0ca9bc0c9c" alt="Signature notification email" width="2732" height="1494" data-path="images/product/cpq/esig_embedded_13.png" />
    </Frame>
  </Step>

  <Step title="Send signature reminders">
    For pending signatures, you can send reminder emails to signers who haven't signed yet.

    <Frame>
      <img src="https://mintcdn.com/sequence/-Km_wqS3-uKkZfju/images/product/cpq/esig_embedded_14.png?fit=max&auto=format&n=-Km_wqS3-uKkZfju&q=85&s=fd7386897e085c5fc7dd3de7b17a1761" alt="Send signature reminders" width="3446" height="1908" data-path="images/product/cpq/esig_embedded_14.png" />
    </Frame>
  </Step>

  <Step title="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.

    <Tabs>
      <Tab title="Email confirmation">
        All signers receive a confirmation email when the quote is fully signed.

        <Frame>
          <img src="https://mintcdn.com/sequence/-Km_wqS3-uKkZfju/images/product/cpq/esig_embedded_15.png?fit=max&auto=format&n=-Km_wqS3-uKkZfju&q=85&s=cdb322549d70dff58b01f0d9847d4ed9" alt="Everyone has signed email" width="2738" height="1518" data-path="images/product/cpq/esig_embedded_15.png" />
        </Frame>
      </Tab>

      <Tab title="Dashboard view">
        The dashboard shows the completed status with all signers marked as complete. You can now view the signed quote and create a billing schedule.

        <Frame>
          <img src="https://mintcdn.com/sequence/-Km_wqS3-uKkZfju/images/product/cpq/esig_embedded_16.png?fit=max&auto=format&n=-Km_wqS3-uKkZfju&q=85&s=abbde3d966edb82b6ace32ac1b3e3109" alt="Signed quote dashboard" width="3448" height="1908" data-path="images/product/cpq/esig_embedded_16.png" />
        </Frame>
      </Tab>
    </Tabs>
  </Step>
</Steps>

## 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.

<Frame>
  <img src="https://mintcdn.com/sequence/mG-N6nCfQdxFJGM7/images/product/cpq/esig_11.png?fit=max&auto=format&n=mG-N6nCfQdxFJGM7&q=85&s=5b54a3272c6ec0b0055cc6d153bed5a2" alt="PDF" width="3148" height="1938" data-path="images/product/cpq/esig_11.png" />
</Frame>

## 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.

<Frame>
  <img src="https://mintcdn.com/sequence/mG-N6nCfQdxFJGM7/images/product/cpq/esig_12.png?fit=max&auto=format&n=mG-N6nCfQdxFJGM7&q=85&s=642cb81ad5e476aa3298125c7a178d33" alt="Quote settings" width="2896" height="1842" data-path="images/product/cpq/esig_12.png" />
</Frame>

## Countersigning a quote

Enable the countersigner setting to automatically add an internal signer (e.g. CEO) to every quote by default.

<Frame>
  <img src="https://mintcdn.com/sequence/mG-N6nCfQdxFJGM7/images/product/cpq/esig_13.png?fit=max&auto=format&n=mG-N6nCfQdxFJGM7&q=85&s=1b3cc1eb559604edc29436613faf42c4" alt="Countersigner" width="2822" height="1740" data-path="images/product/cpq/esig_13.png" />
</Frame>

## Compliance & security

Sequence e-signatures are powered by Dropbox Sign. Learn more about Dropbox Sign's compliance and legality [here](https://www.dropboxsign.com/about/]legal).

<Frame>
  <img src="https://mintcdn.com/sequence/mG-N6nCfQdxFJGM7/images/product/cpq/dropbox_sign_logo.png?fit=max&auto=format&n=mG-N6nCfQdxFJGM7&q=85&s=253d6be56fb4bd85e7dc744d2e9971c1" alt="Dropbox Sign" width="3411" height="568" data-path="images/product/cpq/dropbox_sign_logo.png" />
</Frame>

## Frequently asked questions

<AccordionGroup>
  <Accordion title=" 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.
  </Accordion>

  <Accordion title="Do I need my own Dropbox Sign account?">
    No. Dropbox Sign is natively integrated into Sequence CPQ and no account is required.
  </Accordion>

  <Accordion title="How can I cancel an open e-signature request?">
    Archive the quote. Archiving the quote will cancel the signature request.
  </Accordion>
</AccordionGroup>
