Quotes - Ability to request signature
Instead of having the client simply click on "Accept" quote, they should be prompted to actually digitally sign the quote. If there is for example two people as the contact, then both of these owners need to sign the quote for it to be accepted.
Pilar Cereceda
shared this idea
Thanks for the idea, Pilar. It'll be good to get sense of the appetite for this here.
While this isn't something we have planned at present, perhaps you could make use of an advanced branding template and specifying the need for a signature via the Quotes terms and conditions?
We have a discussion around customising with docx. templates where others in community often help one another - you're welcome to join
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Ragin Shirley
commented
As a trade business this edit would be quite helpful to us as we have to have signed contracts in the great majority of municipalities where we conduct our work. Currently, I have to download my quotes as PDFs and use Adobe to edit the documents and capture needed signatures.
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Elaura Carter
commented
I would love to see this introduced or have the ability for it to work with an extension in the short term e.g docusign, adobe etc.
Ideally we should be able to customize the wording and fields of acceptance e.g “Execution of Fee Proposal” “Accepted on behalf of name/company” and have fields that allow clients to add account contacts, site contacts and so on. -
Vincent De Marco
commented
As a best-practice measure, we propose requiring customers to provide written or electronic signature when accepting quotes. This approach is designed to improve clarity, reduce misunderstandings, and ensure that both parties are aligned on scope, pricing, and terms before work begins.
Under U.S. contract law, a binding agreement is formed through offer, acceptance, and consideration. Acceptance does not always require a handwritten signature; however, a signed acceptance is widely recognized as the clearest and most reliable method of documenting a customer’s intent to proceed under the quoted terms. Using signatures helps establish clear evidence of agreement and supports enforceability if questions or disputes arise later.
This practice operates fully within existing federal and state law. The Electronic Signatures in Global and National Commerce Act (ESIGN Act, 15 U.S.C. § 7001) and the Uniform Electronic Transactions Act (UETA) confirm that electronic signatures carry the same legal validity as handwritten signatures and satisfy any legal requirement for a signature. As a result, customers can conveniently approve quotes electronically without added burden.
By implementing signed acceptance, the goal is not to impose unnecessary formalities, but to create a transparent, legally sound process that protects both the customer and the contractor while aligning with established contract law principles. Signed Acceptance on Quotes
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Louise Hamshere
commented
Is it possible to add in a signature box so that clients can sign the quote and return as accepted in hard copy or log on and sign electronically.
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Austin Decker
commented
This would be a great function for quotes and purchase orders
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Ron Freeman
commented
This would be a great function, especially with the addition of a PDF attachment.
All quotes through our business is done through a propriety software as each item is individualised to suit. This creates the need for a sales contract in which the customer needs to sign to accept all detail on the quote.
This currently has customers needing to print out the paperwork, physically signing and then either a high res photo or scan to send back to us.
By having the ability to have the requirement to sign the quote acceptance from Xero would streamline the process a massive amount -
Nathan Carter
commented
For anyone who might be interested, we recently added eSignatures as an option for accepting quotes (through Quotient): https://www.quotientapp.com/blog/new-esignatures-and-acceptance-enhancements
Quotient has a nice integration with Xero.