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Quote Signing

The Quote Signing page is the client-facing side of the quote process. When you send a quote for signature, your client receives an email with a secure link to /signature/[id] — no account required.

The signing flow​

  1. You click Send for signature on a quote.
  2. Invoicerr emails the client with a unique signing link.
  3. The client opens the link and sees a clean, read-only view of the quote.
  4. To sign, the client enters the 8-digit OTP that was sent to their email.
  5. After successful OTP verification, the client clicks Sign to approve the quote.
  6. Both you and the client can Download PDF of the signed quote.

Client experience​

The signing page shows:

  • Quote number, date, and valid-until date
  • Company details and client details
  • Full line-item table (description, quantity, unit price, VAT, total)
  • Total before tax, total VAT, and grand total
  • Sign button (locked until the correct OTP is entered)

Statuses​

After signing, the quote status changes to Signed on your side, and the Create invoice action becomes available in Quotes.

Resending​

If the client didn't receive the email, click Send for signature again on the quote to resend the link and a new OTP.

First use​

The first time you send a quote for signature, make sure your client's email address is correct on their client profile.