Does the customer need an account or app to sign?

No. The customer clicks the link, signs on any device (phone, tablet, or desktop), and submits. No account creation, no app download, no login required.

What does the signed agreement PDF include?

The signed PDF includes the full quote details, the customer's drawn signature reproduced as an image, their typed name, email address, IP address, and a server-recorded timestamp. It also includes UK legal framing referencing the Electronic Communications Act 2000.

Is digital signature included on all plans?

Yes. Digital signatures, send-for-signature, and the Signed Agreements page are included on every TailoredQuote plan — Essentials and Pro.

Can I resend the signature link if the customer hasn't signed?

Yes. Click 'Resend Link' on your Saved Quotes page. This generates a fresh secure link and automatically expires the previous one.

INCLUDED ON EVERY PLAN

Send Quotes for Digital Signature

Q: How does digital signature work on a TailoredQuote quote?

Tick 'Request e-signature' when saving a quote, then click 'Send for Signature' on your Saved Quotes page. Your customer receives a branded email with a secure link. They review the quote, draw their signature, type their name, and accept. A signed agreement PDF is generated automatically.

Q: How long are signed agreements kept?

Signed agreement PDFs are stored securely with no automatic deletion. We recommend retaining signed agreements for a minimum of 6 years in line with standard UK simple-contract record-keeping practice under the Limitation Act 1980.

Your customer gets a secure link, reviews the quote on their phone, draws their signature, and accepts. The signed agreement PDF is generated automatically. No separate e-sign platform needed.

Quote to Signed Agreement in One System

Most contractors create a quote in one tool, then chase approval by email, phone, or WhatsApp. If they use a separate e-signature service, that means another login, another subscription, and another place to manage documents.

TailoredQuote keeps everything connected. You create the quote, send it for signature, track the status, and download the signed agreement — all in the same place you already manage your quotes.

One click to send — hit “Send for Signature” on your Saved Quotes page
Professional branded email — your customer receives a clear email showing the quote total
Live status updates — badge on your Saved Quotes page shows “Awaiting signature” or “Signed”
Resend link — one click to send a fresh link if the customer hasn’t acted
Email notification — you’re notified the moment the customer accepts, with a direct download link
Signed Agreements page — all accepted quotes in one place, downloadable any time

What Your Customer Sees

Your customer receives a clean, branded email with the quote total prominently displayed and a single button: “Review and accept quote.”

They click the link and land on a mobile-first page showing:

Your business name
The full quote total
Quote reference
Scope of work — the complete job description

Below the quote summary, they:

Draw their signature — using a finger on their phone or a mouse on desktop
Type their full name
Tick a declaration confirming they accept the quote
Click “I accept this quote”

No account required. No app to download. No login. They can clear and redraw their signature as many times as needed before submitting. The entire process takes under a minute.

Get quotes approved faster. No separate e-sign tool needed.

Start Your Free Trial

How It Works

Step 1

Create your quote

Build your quote as normal. Tick the “Request customer e-signature” checkbox before saving.

Step 2

Send for signature

On your Saved Quotes page, click “Send for Signature” and enter the customer’s email address.

Step 3

Customer signs

Your customer opens the email, reviews the quote, draws their signature on any device, and accepts.

Step 4

Signed PDF ready

A signed agreement PDF is generated automatically. Both you and your customer receive a copy by email.

What the Signed Agreement Includes

Every signed agreement is a PDF containing the full quote details plus an appended acceptance record. That record includes:

Drawn signature — reproduced as an image from the customer’s signature pad input
Typed full name
Server-recorded date and time — recorded at the moment of acceptance, not set by the customer’s device
Email address
IP address
Quote reference
UK legal framing — referencing the Electronic Communications Act 2000 and UK eIDAS principles
GDPR and retention context — lawful basis and 6-year retention notice in plain English

A drawn signature, typed name, timestamp, email context, and IP address together create a stronger evidence chain than a typed name alone. The signed PDF is stored in private authenticated storage and can only be downloaded by you.

Better Than the Old Way

Without TailoredQuote

Email a PDF, then chase by phone
Wait for a vague “yeah go ahead” text
No clear record of when they agreed
Separate e-sign tool = another login, another cost
Quotes in one place, approvals in another

With TailoredQuote

Send for signature in one click
Customer signs on their phone in under a minute
Signed PDF with timestamp, signature, and IP
No separate platform — built into your quoting tool
Quote, approval, and record in one connected system

Why It’s Better Than Generic E-Signature Tools

Generic e-signature platforms like DocuSign or Adobe Sign are designed for office documents, HR contracts, and legal paperwork. They work, but they’re not built for how contractors actually send and manage quotes.

TailoredQuote’s digital signatures are different because:

Connected to your quotes — the signature is tied directly to the quote you created, not a separate uploaded document
No document prep — you don’t need to place signature fields, set up signing order, or configure a template
Simpler for your customer — they see the quote summary, draw their signature, and accept. No account, no app, no confusion
Status visible on your Saved Quotes page — you can see at a glance which quotes are awaiting signature and which are signed
One subscription — quoting, signatures, and signed agreement storage are all included on every plan

Security and Record Keeping

Acceptance links use 256-bit random tokens. Each link expires automatically after 14 days. Duplicate submission protection ensures that simultaneous taps only produce one acceptance record.

Signed agreement PDFs are stored in private authenticated storage. Only you can download them — your customer cannot access the storage directly. The service role key used for storage access exists only in server-side functions, never in browser code.

Signed records are retained with no automatic deletion policy. We recommend retaining signed agreements for a minimum of 6 years in line with standard UK simple-contract record-keeping practice under the Limitation Act 1980.

Legal Context

This feature supports a Simple Electronic Signature style workflow for standard contractor quote acceptance. Under the UK Electronic Communications Act 2000 and UK eIDAS principles, electronic signatures should not be denied legal effect solely because they are electronic.

The Law Commission has confirmed that electronic signatures can generally be used for the vast majority of business transactions. A drawn signature, typed name, server-recorded timestamp, email context, and IP address create a stronger evidence chain than a typed name alone.

In Jaevee Homes Ltd v Fincham [2025] EWHC 942 (TCC), the court recognised that digital communications can form binding construction contracts where the usual elements of contract formation are present.

This workflow is designed for standard quote acceptance use cases common in the UK trades sector. It is not intended for deeds, wills, land transfers, or specialist transactions requiring more formal execution methods.

This information is provided for general guidance only and does not constitute legal advice. Contractors should ensure their own privacy policy reflects the personal data collected and the retention approach used.

Included on Every Plan

Digital signatures, send-for-signature, and the Signed Agreements page are now included on every TailoredQuote plan — Essentials (£35/month) and Pro (£68/month). Both come with a 14-day free trial.

Pro adds AI room mockups, branded PDF quotes, and AI-generated quote drafting on top. See all plans and pricing.

Frequently Asked Questions

How does digital signature work on a TailoredQuote quote?

Tick “Request e-signature” when saving a quote, then click “Send for Signature” on your Saved Quotes page. Your customer receives a branded email with a secure link. They review the quote, draw their signature, type their name, and accept. A signed agreement PDF is generated automatically and emailed to both of you.

Does the customer need an account or app?

No. They click the link, sign on any device, and submit. No account creation, no app download, no login.

Can the customer sign on their phone?

Yes. The acceptance page is designed mobile-first. Your customer draws their signature with their finger and taps accept. It works on phones, tablets, and desktops.

What happens after the customer signs?

You receive an email notification with a direct download link to the signed agreement PDF. The badge on your Saved Quotes page updates from “Awaiting signature” to “Signed.” Your customer also receives a confirmation email with the signed PDF attached.

Can I resend the signature link?

Yes. Click “Resend Link” on your Saved Quotes page. This generates a fresh secure link and expires the previous one, so there’s no confusion about which link is current.

Is the original quote preserved in the signed agreement?

Yes. The signed PDF contains the full quote details — job description, line items, total — with the acceptance record appended. The original quote is preserved exactly as it was sent.

Is this suitable for standard contractor quote acceptance?

Yes. This workflow is designed for ordinary quote acceptance scenarios common in the UK construction and trades sector. It is not intended for deeds, wills, or specialist transactions requiring more formal execution methods.

Does TailoredQuote replace separate e-signature software?

For quote acceptance, yes. You no longer need a separate platform to get quotes signed. The entire workflow — create, send, sign, store — happens inside TailoredQuote.

Get quotes signed, not ignored.

Try TailoredQuote Pro free for 14 days. No card needed.