Once a customer has accepted, you can countersign the quote on behalf of your organisation. Your signature is added to the customer page, the PDF and the signature certificate, and the customer is told by email.
Save your signature first (optional)
- Open Your profile from the account menu.
- Under Your signature, draw it on the Draw tab or type your name on the Type tab.
- Click Save signature.
Your saved signature is stored on your profile only. Use Replace or Remove to change it.
Countersign
- Open the accepted quote.
- Click Countersign in the green acceptance notice, or choose Countersign in the Actions menu.
- Choose Use my saved signature, or Sign now to draw or type a signature for this quote.
- Click Countersign.
What happens
- The acceptance notice shows who countersigned and when.
- The customer page shows "Countersigned for" your organisation with the date and signature.
- The PDF and its signature certificate include the countersignature, and the audit trail records it.
- The primary contact receives an email saying the quote has been signed, with a link to the signed copy.
A quote can be countersigned once. If the acceptance is undone, the countersignature is removed with it.
See also
Last updated 16 October 2026