How to configure electronic signature for a quote?

Introduction

Qwoty integrates an eIDAS level 1 certified electronic signature solution. From the quote editor, you define participants and signers, both internal and external, to finalize your commercial proposals in a secure and legally valid way.

Access

In the quote editor, open the Signature section.

Choose the signing mode

Two modes are available depending on your needs:

• Open : Anyone with the link can sign the quote
• Restricted : Only designated signers can sign

Set up Open mode

Open mode is suitable for simple processes where you do not need to precisely control who signs.

How it works

The first person to access the link and sign validates the quote.

Add participants

1. Click + External participants or + Internal participants.
2. Select people from the list or create a new contact.
3. Click Add.

Participants receive the link and can sign or view the quote.

Set up Restricted mode

Restricted mode gives you full control over the signing process. Only designated signers can sign, and you can add view-only participants.

How it works

The quote is validated only when all signers have signed.

Add signers

1. Click + External signers or + Internal signers.
2. In the modal :
   • Existing contacts : Search and select from the list
   • New external contact : Enter First name, Last name and Email
3. Click Add.

Each signer is identified by their role:

• External : Customer or partner contact
• Internal : Member of your team

Add view-only participants

View-only participants can view the quote without being able to sign it.

1. Click + External participants or + Internal participants.
2. Select or create the contact.
3. Click Add.

Define a signing order

Enable Signing order to enforce a sequential signing order.

1. Enable the Signing order toggle.
2. Signers are numbered (1, 2, 3...).
3. Reorder by drag-and-drop.

The next signer only receives the signature request once the previous one has signed.

Add an external participant

1. Click + External participants or + External signers.
2. In the Add external participant modal :
   • Search among existing contacts and check the desired people
   • OR create a new contact :
     • First name * : First name
     • Last name * : Last name
     • Email * : Email address
3. Click Add.

Add an internal participant

1. Click + Internal participants or + Internal signers.
2. In the Add internal participant modal, search among members of your workspace.
3. Check the desired people.
4. Click Add.

Related articles

• How to edit a quote?
• How to publish a quote to the DealRoom?
• How to configure quote templates?