What is Electronic Signature for Quotes?
Electronic signature is a secure and legally compliant way to get your quotes signed digitally. It's an integrated solution that allows for one-click quote acceptance, eliminating the need for manual PDF downloads and signatures.
The Electronic Signature feature is available to all Admin and Owner roles who have subscribed to the Account Receivable Add-on.
You can access and use the feature seamlessly across both web and mobile platforms, ensuring flexibility in managing your quote signatures wherever you are.
How do I request an Electronic Signature for my quotes?
Here's the simple step-by-step process:
- Create or select your quote in Qonto
- Click on the signature setup option
- Enter the required information:
- Recipient's email address
- Recipient's first and last name
- Choose whether you want to countersign the quote
- Add a personalized message (optional)
- Review and send
What happens after I send a quote for signature?
The process continues as follows:
- Your client receives a secure email link
- They can sign with just one click, no account needed
- You get notified when the quote is viewed and signed
- The quote is automatically marked as approved once signed
- You can track the status in your dashboard at any time
What information will my client need to sign?
Your client needs minimal information:
- Just their email address to receive the signing link
- No Qonto account required
- No additional software to download
- No complex identity verification
- No registration needed
How do I track my quote's signature status?
You can easily monitor your quotes:
- Check real-time status in your dashboard
- See when quotes are sent, viewed, and signed
- Get automatic notifications at each step
- Convert signed quotes to invoices with one click
- Access a complete history of all signature activities
What are the benefits of using Electronic Signatures?
Key advantages include:
- Faster signature process with one-click acceptance
- No need to juggle multiple tools
- Centralized quote management and tracking
- Automatic status updates
- Legally compliant signatures
- Time savings compared to manual PDF handling
Is the Electronic Signature legally valid?
Yes, the solution uses YouSign, which is eIDAS-certified. It provides Simple Electronic Signature (SES) capabilities, which are sufficient for quote signing and fully compliant with European regulations.