How to Send a Quote for Digital Signature

A step-by-step walkthrough of TailoredQuote Pro’s digital signature feature — from creating the quote to downloading the signed agreement.

Last updated: April 2026

What You Need

• A TailoredQuote Pro account (digital signatures are not available on the Essentials plan)
• A saved quote that you want the customer to sign
• The customer’s email address

If you’re on the Essentials plan, you can upgrade to Pro to unlock digital signatures alongside AI room mockups, branded PDFs, and more.

Step 1: Create and Save Your Quote

Build your quote on the New Quote page as you normally would — enter the customer name, address, job description, and price.

Before you save, look for the “Request customer e-signature” checkbox below the quote form. Tick it. This tells TailoredQuote that you want this quote to go through the signature workflow.

Save the quote. It will appear on your Saved Quotes page with a “Send for Signature” button.

Step 2: Send for Signature

Go to your Saved Quotes page and find the quote you want signed. You’ll see a blue “Send for Signature” button next to quotes that have the e-signature option enabled.

1. Click “Send for Signature”
2. A modal appears asking for the customer’s email address
3. Enter the email and click Send

That’s it. The customer receives a professional branded email within seconds, and the quote badge updates to “Awaiting signature” (yellow).

Step 3: What the Customer Sees

Your customer opens their email and sees:

• Your business name
• The quote total, clearly displayed
• A “Review and accept quote” button
• The link expiry date (14 days from when you sent it)

They click the button and land on a clean, mobile-first acceptance page showing the full quote summary — scope of work, line items, and total.

Below the summary, they:

1. Draw their signature using a finger (on phone) or mouse (on desktop)
2. Type their full name
3. Tick the acceptance declaration
4. Click “I accept this quote”

No account required. No app to download. No login. The whole thing takes under a minute.

Step 4: You Receive the Signed Agreement

The moment your customer accepts:

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

What the Signed PDF Contains

The signed agreement PDF includes the full quote details plus an appended acceptance record containing:

• The customer’s drawn signature (reproduced as an image)
• Their typed full name
• Server-recorded date and time
• Email address
• IP address
• Quote reference
• UK legal framing referencing the Electronic Communications Act 2000

What If the Customer Doesn’t Sign?

If the customer hasn’t responded after a few days:

• Click “Resend Link” on your Saved Quotes page to send a fresh email with a new secure link
• The old link is automatically expired, so there’s no confusion

If the 14-day window passes without acceptance, the badge changes to “Link expired” (grey). Click “Resend Link” to start a fresh window.

Common Questions

Can I send the same quote to a different email address?

Yes. Click “Resend Link” and enter a different email. The new link goes to the new address and the old one is expired.

What if the customer opens the link after it’s expired?

They’ll see a clear message: “This acceptance link has expired.” They’ll need to contact you for a new link.

Can the customer sign on their phone?

Yes. The acceptance page is designed mobile-first. They draw their signature with their finger, exactly like signing for a delivery.

Is this available on the free plan?

No. Digital signatures are a Pro plan feature (£68/month). See plans.

Related Guides

• Digital Signatures for Contractor Quotes — full feature overview
• Send a Quote for Signature — the sending workflow in detail
• How Builders Get Quotes Approved Faster
• Digital Signatures for Builders and Trades
• How to Create Your First AI Quote