Creating & sending quotes
How clients accept and e-sign a quote
Updated
When you share a quote link, your client gets a clean, branded page where they can review the quote, download a PDF, and respond — no account or app needed.
What the client can do
- Accept & sign — confirm the quote and add a signature.
- Decline — optionally with a reason.
- Download the PDF — keep a copy.
Three ways to sign
The signature is captured natively in the browser — the client can draw it, type their name in a signature font, or upload an image of their signature. Once signed, the quote is stamped as approved and you're notified by email.
Built-in, no third party
E-signature is native to Jotquote, so there's no separate DocuSign-style service to pay for or set up. The signed quote shows the signer's name and the date.
After acceptance, the next step is usually to convert the quote into an invoice.
Frequently asked questions
Is the e-signature legally valid?
Jotquote captures the signer's name, signature image, date and time, which constitutes a simple electronic signature accepted for most service agreements. For high-value contracts requiring qualified signatures, use a dedicated e-signature provider.
Does the client need an account to sign?
No. They open the link, review the quote and sign in their browser — no sign-up required.
Still need a hand?
Contact support