How to request an electronic signature on a quote?

Who Can Use This Feature?

• User Roles: Owners and Admins only
• Subscription Required: Account Receivable (AR) Add-On
• Platforms: Web App 💻 and Mobile App 📱

Requesting a Signature

1. Before sending your quote, you will find the Electronic Signature option

   

2. Enter your client's information:

   • First name
   • Last name
   • Email address

3. Choose whether you also want to sign the document

   • If yes, you'll be prompted to sign before the quote is sent to your client

Client Experience

• Your client will receive an email with the signature request
• No Qonto account is required for them to sign
• They simply click the link in the email to view the PDF
• With a single click, they can accept and sign your quote
• "Bon pour accord" will be automatically added alongside their signature

After Signing

• You'll receive an email confirmation once signed
• The quote will be automatically marked as "Approved". You can create an invoice directly from the approved quote

Attachments

• If you've included attachments with your quote, your client will be asked to sign these as well
• Both the signed quote and signed attachments can be accessed by opening the signed quote in Qonto. All signed documents can be downloaded for your records.