Send a professional quote for signature in one click

Create the quote, check the price, tick e-signature, enter your customer’s email, and send. They sign on their phone. You get a signed PDF with a full audit trail. The whole send takes about 10 seconds.

Six steps from site notes to signed agreement

Create your quote — type rough site notes, TailoredQuote drafts the scope. You set every price.
Check the total — review line items, adjust anything, add photos if you want.
Tick “Request e-signature” — this enables the signature workflow for this quote.
Enter customer email and save — the signature link is sent automatically when the quote saves.
Customer signs on their phone — they open the email, review the scope and price, draw their signature, and accept. No account needed.
Signed PDF ready — both you and your customer get the signed agreement by email. It appears on your Signed Agreements page.

You can also send any previously saved quote for signature from your Saved Quotes page — just click the “Send for Signature” option in the menu.

What happens after you send

After you send the link:

The quote badge updates to “Awaiting signature” (yellow)
Your customer receives a branded email with the full quote PDF attached and a “Review & Accept” button
The link is valid for 14 days

When the customer signs:

The badge updates to “Signed” (green)
You get an email notification with the signed PDF and a download link
Your customer also gets a confirmation email with both the original quote and the signed certificate attached

Following up on unsigned quotes

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

Resend link — one click from your Saved Quotes page. A fresh link is generated and the old one expires automatically.
Expired links — if the 14-day window passes, the badge updates to “Expired” (grey). Click “Resend” 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.

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

Create a quote and send it for signature

What your customer receives

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

Your business name and quote reference
The full quote PDF as an attachment — so they can see the full scope before clicking
A clear “Review & Accept Quote” button
The link expiry date

The acceptance page is designed mobile-first. Most homeowners 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. Links expire automatically after 14 days. Resending generates a completely new link and invalidates the previous one. Customer images and project photos are private by default. More on security and record keeping.

Included on every plan

Send-for-signature is included on every TailoredQuote plan — Essentials (£35/month) and Pro (£68/month). 14-day free trial on both. No card needed. Cancel any time. See plans and pricing.

Important: TailoredQuote’s e-signatures are designed for ordinary quote acceptance in UK building and trades work. They are not intended for deeds, wills, or specialist transactions requiring witnessed or notarial execution.

Send it. Get it signed. Move on.