Quoterium

Accepting a quote with an e-signature

What your customer does to accept: verify their email if required, agree to your statement, sign by drawing or typing, and add a reference.

Quoterium has electronic signatures built in. Your customer accepts on their quote page without creating an account or using another service. What they are asked for depends on your acceptance and e-signature settings.

How the customer accepts

  1. They click Accept quote in the bar at the bottom of the page. A dialog shows the quote number, title and total.
  2. If email verification is switched on, they complete Step 1 · Verify your email by entering a code sent to their inbox. See Email verification codes.
  3. They read your acceptance statement and, if you require it, tick I have read and agree to the above.
  4. They check Your name. It is filled in from the contact, and they can correct it.
  5. They sign under Signature: on the Draw tab with a mouse, pen or finger, or on the Type tab by typing their name. Clear starts the drawing again. Depending on your settings, the signature is optional or required; when it is set to Not asked, this step does not appear.
  6. If you ask for them, they add an Order / reference number and Additional comments. Both are optional.
  7. They click Accept.

If something is missing, the Accept button stays unavailable until it is filled in.

What is recorded

  • The customer's option choices and quantities.
  • Their name, email address (and whether it was verified), the signature, any reference and comments.
  • A digital fingerprint: the time in UTC, IP address and browser or device.
  • A certificate id and a document hash, a unique fingerprint of exactly what was agreed. See The signature certificate and audit trail.

What happens next

  • The quote's status becomes Accepted. The customer's page shows who accepted, when, the signature and the signature details.
  • The customer receives a thank-you email with a link back to the accepted quote.
  • The quote owner receives an email with the details. Anyone listed under BCC on acceptance in Settings → Emails & sending gets a copy.
  • In the editor, a green notice shows who accepted, the certificate id and whether the email was verified, with a Countersign link. See Countersign an accepted quote.

A quote can only be accepted while it is Sent and before the end of its Valid until date.

See also

Last updated 19 October 2026

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