Getting a quote signed digitally: how it works

A quote that goes back and forth by email often gets stuck. Signing online makes approval a single action.

How it works

1. You send the customer a link to the quote.
2. The customer reads the quote on phone or computer.
3. The customer signs with a finger or mouse and enters their name.
4. You see immediately whether the quote was approved or declined.

What to watch

• The quote is locked after approval. Later changes go in a new version, so it is clear what the customer agreed to.
• Keep a record. Name, signature and the moment of approval belong with the quote.
• Give the customer room to ask questions. A clear way to contact you builds trust.

Legal

Which form of signing applies in your situation depends on the type of agreement. If in doubt, ask a lawyer.

Practical benefit

You also see whether the customer has opened the quote. That is the moment to call.

In Dealnote

Dealnote creates a secret customer link where the customer signs online. After approval the quote is locked. See also quote within an hour.

See how it works in the guide.