SearchالعربيةStart free trial
العربية

Start free trialBook a demo
Browse the documentation

Documentation

All appsHow the apps connectTeam workflowsCompare

Apps

HR ManagementRecruitment (ATS)Payroll & WPSTime & AttendanceAccounting & E-InvoicingCRM & Sales PipelineSales Orders & FulfilmentInventory, Purchasing & WarehousingProcurement & TendersConstruction & ContractingContracts & E-SignatureProducts & Online StorePoint of SaleRentalsSubscriptions & LicensingHelpdesk & TicketingSocial Media SuiteInfluencer Marketing & Campaign ROIProject ManagementActivities WorkspaceDocument ManagementPDF Tools & E-SignatureCorrespondence RegisterTeam Chat & CallsMeetings & VideoLearning & Certification (LMS)Asset ManagementFleet ManagementRecognition & GamificationContacts & PartnersNotification CentreReports & DashboardsInsights — Business Intelligence & AppsAI CopilotAI Agents & AutomationAI Diagram StudioWebsite BuilderISO Compliance Suite (Imtithal)App MarketplaceCustomer & Partner PortalSecurity, Access & Compliance

Customers sign Sales quotes through Contracts

Contracts & E-SignatureCRM & Sales PipelineAutomatic

What moves

A customer who chooses to sign a quote from its link gets a Contracts signing invitation for the quote's PDF; Contracts tells CRM when it is signed, declined, expired or withdrawn, so the quote is accepted with the signed copy or declined with the reason.

Before you start

  • Contracts and CRM in your plan
  • Signing for other modules left on (the default)
  • Online quote acceptance and e-sign turned on in CRM
  • CRM and Contracts in your plan
  • Online quote acceptance and e-sign turned on in Settings → Features (CRM)
  • Contracts and its Signing for other modules switch on (the default)
  • The quote sent, with its PDF saved in Documents

Step by step

  1. CustomerCRM & Sales Pipeline

    Chooses Sign electronically on the quote's link and gives the e-mail for the invitation.

    You see:CRM asks Contracts for the signature on the quote's PDF.

  2. SystemContracts & E-Signature

    Opens a signing request with the customer as the one signer and e-mails the invitation.

    You see:The request appears under Envelopes.

  3. CustomerContracts & E-Signature

    Signs on the signing page, or declines with a reason.

    You see:The signed PDF is sealed and filed in the register as a record-only entry.

  4. SystemCRM & Sales Pipeline

    Receives the outcome.

    You see:The quote is accepted with the signed copy linked, declined with the reason, or opened again after an expired or withdrawn request; an answer that arrives twice changes nothing.

Related