How to generate and send e signatures for quotes in Quoter for faster deal closing

If you're in sales, quoting, or account management, you know that waiting for a signed quote can kill momentum. Lost in email, stuck in someone's print-then-scan workflow, or just plain forgotten. E-signatures were supposed to fix all that, but a lot of tools are a pain or feel bolted-on. This guide is for anyone who wants to use Quoter to send quotes and collect e-signatures—without getting tripped up by clunky workflows or sales software that overpromises and underdelivers.

Here’s how to generate quotes in Quoter, send them for e-signature, and actually speed up your deal closing (instead of adding more hoops to jump through).

Why E-Signatures in Quoter?

Let’s be blunt: an e-signature feature isn’t magic. It’s just supposed to make it easier for your buyer to say “yes” and for you to get proof. But not all e-signature setups are created equal.

What actually works: - The fewer steps for your customer, the better. - Real-time notifications when a quote is signed. - Legally binding signatures that hold up in most places (check your region).

What to avoid: - Overly “customizable” workflows that make you do extra setup for every deal. - E-signature tools that don’t integrate with your quoting platform (double entry = no thanks). - Anything that makes your customer register for another account just to sign.

Quoter’s built-in e-signature is simple, but it does the job. It’s not DocuSign-level advanced, but for most sales teams, that’s a feature, not a bug.

Step 1: Set Up E-Signature in Quoter

Before you can send quotes for signature, you need to turn on the feature and set your preferences.

1.1 Check Your Plan

First, e-signatures in Quoter aren’t available in all tiers. Make sure your Quoter account includes e-signature support. If not, you’ll need to talk to your admin or upgrade. (Don’t waste time clicking around if you’re not sure—ask support or check your billing tab.)

1.2 Enable E-Signatures

  • Go to your Quoter dashboard.
  • Click on Settings > E-Signatures.
  • Flip the toggle to “Enable E-Signatures.”
  • You may have some options like:
    • Require recipients to sign before accepting a quote.
    • Attach signed PDFs to confirmation emails.
    • Set up signing order (if you need multiple signers).

Pro tip: Don’t overcomplicate. For most deals, one signer per quote is enough. Only use signing order if you’re in a legal/financial industry that needs it.

Step 2: Build a Quote with E-Signature Enabled

Now that e-signatures are turned on, you can make a quote that’s ready to be signed.

2.1 Create a New Quote

  • Hit the “New Quote” button.
  • Fill in your customer details and the quote line items as usual.
  • Add any notes or terms your company requires.

2.2 Add E-Signature Block

Quoter usually adds the e-signature field automatically if you’ve enabled it in settings, but double-check:

  • Scroll to the bottom of the quote template.
  • Look for the “Signature” or “E-Signature” section.
  • If it’s missing, drag the signature field into the quote (from the template editor).

Don’t waste time with “signature images” or upload hacks. The built-in e-signature is what your customer actually needs to complete.

2.3 Preview & Double-Check

  • Click “Preview Quote.”
  • Make sure the signature box is present where you want it.
  • Check for typos or missing info—nothing slows down a deal like a botched quote.

Step 3: Send the Quote for E-Signature

This is where things can get messy in other tools, but Quoter keeps it straightforward.

3.1 Send Via Email (the Smart Way)

  • Click “Send Quote.”
  • Choose the recipient (make sure the email is correct!).
  • Add a short, human message in the email body. Don’t use the default robot-speak template if you can help it.
    • Example: “Hi Sam, here’s the quote we discussed. You can sign it right here in your browser—no downloads needed.”
  • Hit send.

3.2 What the Customer Sees

  • They get an email with a link.
  • The link opens the quote in their browser.
  • There’s a “Sign Here” box—no logins, no password required.
  • Once they sign, they get a confirmation, and so do you.

What not to do: Don’t attach a PDF and ask them to print/sign/scan. If you do this, you’re wasting the whole point of e-signature.

Step 4: Collect and Track the Signature

You don’t want to chase signatures blindly. Here’s how to keep tabs on things.

4.1 Notification Settings

  • By default, Quoter emails you when a quote is signed.
  • You can set up more notifications (Slack, Teams, etc.) in the integrations panel if you want real-time pings.
  • If you’re not getting notified, check your spam or notification settings.

4.2 See Status in Dashboard

  • The Quoter dashboard shows status for every quote: Sent, Viewed, Signed, Expired.
  • Filter your quotes by “Awaiting Signature” to see what’s stuck.
  • If a customer says “I never got it,” just resend from the dashboard—don’t start over.

4.3 Downloading or Sharing the Signed Quote

  • Once signed, you can download a PDF copy with signature and timestamp.
  • Attach it to your CRM or share with your team for records.
  • No need to print unless your boss is really into paper.

Step 5: What to Do If Something Breaks

E-signature isn’t perfect. Sometimes customers don’t sign, or the email gets lost. Here’s what to watch out for:

5.1 Customer Can’t Find the Email

  • Double-check their email address.
  • Ask them to check spam or junk.
  • Resend the quote from Quoter—don’t just forward your own copy, as the link is unique.

5.2 “The Link Doesn’t Work”

  • Sometimes company firewalls or old browsers block the link.
  • Ask them to open it on a personal device or different browser.
  • If all else fails, generate a new quote and send again.

5.3 Customer Wants a “Wet” Signature

  • Some industries or stick-in-the-mud customers want to print and sign.
  • Download the signed PDF and let them print it if they insist.
  • But push back gently: e-signatures are legal in most places, and it’s way faster.

5.4 Legal or Compliance Questions

  • Quoter uses standard e-signature technology that’s valid in most countries (U.S. ESIGN Act, EU eIDAS, etc.).
  • If you’re in a regulated industry, check with your legal team—but for most sales, it’s fine.

Pro Tips for Faster Deal Closing with Quoter E-Signatures

  • Don’t overload your quote: Too much legalese or too many required fields slow people down.
  • Set reminders: If a quote isn’t signed in 48 hours, send a friendly nudge (Quoter can automate this).
  • Use templates: Save time by creating reusable quote templates with the signature field built-in.
  • Don’t chase with phone calls immediately: Give the customer a day or two—if you’re too pushy, it backfires.
  • Automate wherever possible: If your CRM integrates with Quoter, use it. Syncing contacts and deals means less double entry.

What to Ignore (Seriously)

  • Over-customization: You don’t need a custom signature font or a video walkthrough of how to sign. Keep it simple.
  • Manual record-keeping: Trust Quoter’s audit trail. Download PDFs for backup, but don’t start spreadsheet tracking unless you have to.
  • Unnecessary “approvals” on your side: Only add internal sign-off steps if your company really needs them. Otherwise, you’re just slowing things down for no reason.

Keep It Simple—And Iterate

Getting paid and closing deals shouldn’t be harder than it needs to be. Quoter’s e-signature feature isn’t the flashiest, but that’s kind of the point: it works, it’s fast, and your customers won’t get stuck. Set it up once, test it on a few quotes, and tweak your process only if something’s actually slowing you down.

Don’t overthink it. The best sales workflows are the ones you barely notice—because they just work.