Signing a Sales Quotation with a Electronic Signature

Sales quotations can be signed with an Adobe Sign electronic signature.

1. Create a new sales quotation.
2. In the sales quotation's header, click the Electronic Signature tab.
3. Select Require signature.
4. Click Confirm.
5. In the toolbar, click Print. The sales quotation opens.
6. In the toolbar, click Email. The Email window opens.
7. In the Email box, type the recipient's email address.
8. Click Send email.
9. An email is sent to the recipient, from Adobe Sign, with the subject, 'Signature requested on "SQUOnnnnnnnn"'. The body of the email contains a button Review and sign. Follow the instructions supplied by Adobe (external site).
10. Our service looks for a notification that the document has been signed. When it receives the notification, then the document is downloaded to your Documents folder.

    Note: We keep your documents for 9 months. You can read your signed documents at any time using Adobe Sign.

11. In the sales quotation's toolbar, click Document. The document is opened, including the recipient's signature. You do not need to make an adjustment to any forms. Adobe Sign adds the signature on to the end of the document, if necessary, on an additional page.
12. Click the Electronic Signature tab. The boxes:
    • Date/time sent – when the document was emailed to the recipient;
    • Date/time received – when the signed document was received;
    • Document ID – from Adobe Sign;
    • Agreement ID – from Adobe Sign.

    will all be completed.

Note: Require signature does not stop converting a quote to an order. It is an option that controls if the emailed document should be signed with Adobe Sign when emailed. Put the sales quotation on hold manually if you want to make sure it isn't converted to an order.

See Also