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.

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.

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

Get trade quotes signed without chasing WhatsApp replies

Q: 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.

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.

Send a link. Your customer signs on their phone in minutes. You get a signed PDF with their name, signature, timestamp and IP address — a clear record they accepted. No separate e-sign tool, no chasing, no “yeah go ahead” texts.

Stop chasing. Start getting clear approvals.

Most tradespeople send a quote by email or WhatsApp, then spend the next week chasing a reply. When the customer finally says yes, it’s a one-line text with no record of what they actually agreed to.

TailoredQuote gives you a clear acceptance record. You send the quote, your customer signs it on their phone, and you both get a PDF with the full scope, price, drawn signature, and timestamp. If there’s ever a question about what was agreed, you have a record of what was accepted, when and by whom.

One click to send — hit “Send for Signature” from your Saved Quotes page
Customer signs in under a minute — no app, no account, no login required
Signed PDF generated automatically — with drawn signature, full name, email, IP and server timestamp
You’re notified immediately — email lands in your inbox the moment they accept
Status tracking — see “Awaiting signature”, “Signed” or “Expired” at a glance
Resend in one click — if the link expires or the customer hasn’t acted, send a fresh one

14-day free trial. No card needed. Cancel any time.

Start free — no card needed

What your customer sees

Your customer receives a clear email showing your business name and the quote total. They tap one button and land on a mobile-first page showing:

Your business name and quote reference
The full scope of work
The total price

Below the quote summary, they:

Draw their signature with a finger on their phone or mouse on desktop
Type their full name
Tick two checkboxes — one confirming they accept the quote, one confirming e-consent
Tap “I accept this quote”

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

How it works

Step 1

Create your quote

Type your site notes, let TailoredQuote draft the scope, check the price, and save. Tick “Request e-signature” and enter your customer’s email.

Step 2

Customer gets a link

They receive a branded email with the full quote PDF attached and a “Review & Accept” button.

Step 3

They sign on their phone

They review the scope and price, draw their signature, type their name, and tap accept. Works on any device.

Step 4

Signed PDF ready

A signed agreement PDF is generated with their signature, name, timestamp and IP. You both get a copy by email.

What the signed record includes

Every signed agreement is a multi-page PDF. It contains the full original quote (scope, line items, total, your letterhead and any attached photos) plus an Acceptance Certificate recording:

Drawn signature — reproduced as an image from their signature pad
Typed full name and email address
Server-recorded timestamp — recorded at the moment of acceptance, not set by the customer’s device
IP address
Browser, device and operating system
Event timeline — when the link was sent, opened, viewed, when the signature started, and when they accepted
E-consent record — confirmation the customer agreed to electronic signing
UK legal framing — referencing the Electronic Communications Act 2000

A drawn signature, typed name, server timestamp, email and IP address together create a stronger evidence chain than a vague text message. The signed PDF is stored in private authenticated storage — only you can download it.

Better than the old way

Without TailoredQuote

Email a PDF, then chase by phone and WhatsApp
Wait days for a vague “yeah go ahead” text
No clear record of what they actually agreed to
Separate e-sign tool = another login, another monthly cost
Quotes in one place, approvals somewhere else

With TailoredQuote

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

Why tradespeople prefer this to DocuSign

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

No document prep — you don’t need to place signature fields, set up signing order, or configure templates
Connected to your quotes — the signature is tied directly to the quote you created, not an uploaded PDF
Simpler for your customer — they see the scope, draw their signature, and accept. No account required
Status visible at a glance — your Saved Quotes page shows which quotes are waiting, signed, or expired
One subscription — quoting, signatures, and signed record storage are all included. No per-document fees

Privacy and record keeping

Customer photos and project images uploaded to TailoredQuote are private by default. They are stored in your account and are not used for marketing, training, or shared with other users unless you give separate written permission.

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

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

Legal context

TailoredQuote’s e-signature workflow is designed for ordinary quote acceptance — the kind of day-to-day approvals common in UK building and trades work. Under the UK Electronic Communications Act 2000, electronic signatures should not be denied legal effect solely because they are electronic.

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

Important: this workflow is suitable for standard quote acceptance. It is not intended for deeds, wills, land transfers, notarial documents, or transactions that require witnessed or more formal execution methods. If you are unsure whether an electronic signature is appropriate for your situation, take legal advice.

This information is provided for general guidance only and does not constitute legal advice.

Included on every plan

Digital signatures, send-for-signature, and the Signed Agreements page are included on every TailoredQuote plan — Essentials (£35/month) and Pro (£68/month). 14-day free trial on both. No card needed. Cancel any time.

Pro adds AI room mockups and AI-drafted quote scopes on top. See plans and pricing.

Frequently asked questions

How does the digital signature work?

Create a quote, tick “Request e-signature”, and enter your customer’s email. They receive a branded email with a secure link. They review the scope and price, draw their signature on any device, 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 their phone, tablet or desktop, and submit. No account, no app, no login.

Can the customer sign on their phone?

Yes. The acceptance page is designed mobile-first. They draw their signature with a finger and tap accept. Works on any device.

What happens after the customer signs?

You get an email notification with a direct link to the signed PDF. The status on your Saved Quotes page updates to “Signed.” Your customer also gets a confirmation email with the signed PDF attached.

Can I resend the signature link?

Yes. Click “Resend Link” from your Saved Quotes page. This generates a fresh link and expires the previous one.

Is this suitable for standard trade quote acceptance?

Yes. This is designed for ordinary quote acceptance in UK building and trades work. It is not intended for deeds, wills, or specialist transactions requiring witnessed or notarial execution.

Does this replace DocuSign or Adobe Sign?

For trade quote acceptance, yes. You don’t need a separate platform. The workflow — create, send, sign, store — happens inside TailoredQuote with no per-document fees.

How long are signed agreements kept?

Signed PDFs are stored with no automatic deletion. We recommend keeping them for at least 6 years, in line with UK simple-contract record-keeping practice under the Limitation Act 1980.

Get quotes signed, not ignored.