Send a Quote for Signature

You’ve built the quote. Now get it approved. One click sends a professional branded email with a secure signature link to your customer.

The Sending Workflow

Sending a quote for signature takes about 10 seconds. Here’s what you do after creating and saving a quote in TailoredQuote:

1. Tick “Request customer e-signature” on the quote builder before saving. This enables the signature workflow for that quote.
2. Go to Saved Quotes and find the quote. You’ll see a “Send for Signature” button next to it.
3. Click “Send for Signature” — a modal opens asking for the customer’s email address.
4. Enter the email and click Send. Done. The customer receives a branded email within seconds.

What Happens Next

After you send:

• The quote badge updates to “Awaiting signature” (yellow)
• Your customer receives a professional email showing the quote total and a “Review and accept quote” button
• The acceptance link is valid for 14 days

When the customer signs:

• The badge updates to “Signed” (green)
• You receive an email notification with the signed agreement PDF attached and a direct download link
• The agreement appears on your Signed Agreements page
• Your customer also receives a confirmation email with the PDF attached

If the Customer Hasn’t Signed

Quotes go cold. It happens. TailoredQuote makes follow-up simple:

• Resend Link — click it on your Saved Quotes page. A fresh link is generated and the old one is automatically expired. No risk of the customer using an outdated link.
• Expired links — if the 14-day window passes, the badge updates to “Link expired” (grey). Click “Resend Link” to start a new window.

You always know the current status at a glance. No digging through sent emails to work out what’s happening.

What the Customer Receives

The email your customer receives is clean and branded. It shows:

• Your business name
• The quote total, clearly displayed
• The quote reference
• A brief scope summary
• A clear “Review and accept quote” button
• The link expiry date
• A legal note confirming electronic acceptance

The acceptance page is designed mobile-first. Most customers will open it on their phone, draw their signature with a finger, and accept in under a minute. No account, no app, no login needed.

Security

Each signature link uses a 256-bit random token — brute force is computationally impractical. Links expire automatically after 14 days. Resending generates a completely new link and invalidates the old one. More on security and record keeping.

Included on Every Plan

The send-for-signature workflow is included on every TailoredQuote plan — Essentials (£35/month) and Pro (£68/month). Compare plans.

Related

• Digital Signatures for Contractor Quotes
• Quote Approval Software
• Online Quote Acceptance
• How to Send a Quote for Digital Signature (Step-by-Step)