E-signature

Create a frictionless signing experience with compliant e-signatures powered by Dropbox Sign

Sequence uses Dropbox Sign to collect secure and compliant electronic signatures.

E-signature workflow

1. Add quote recipients and countersigner

   Add recipients who will need to sign the quote. You can also select an internal countersigner who will sign on behalf of your company.

   
2. Publish the quote

   Send signature requests

   Enable Send signature requests to signers to automatically send email notifications to all signers. You can optionally add a custom message to the notification.

   
3. Customer receives or accesses the quote

   Email notification

   If you sent signature requests, recipients will receive an email with a link to review and sign the quote.

   
4. Sign the quote

   All signing happens directly within the Sequence quote interface. Recipients complete the following steps:

   1) Review and sign

   Click Review and sign to begin the signing process.

   
5. Quote owner receives notification

   When a signer completes their signature, the quote owner receives an email notification.

   
6. Send signature reminders

   For pending signatures, you can send reminder emails to signers who haven’t signed yet.

   
7. All parties have signed

   Once all recipients have signed, the quote is fully executed. You’ll receive a final confirmation email and can view the signed contract.

   Email confirmation

   All signers receive a confirmation email when the quote is fully signed.

   

Making changes to a published quote

You can make changes to both draft and published quotes. Making changes to a published quote requires the quote to be republished. Any signature attempts by your customer will be canceled and the quote will need to be signed again.

Enabling and disabling e-signatures

By default, e-signatures are disabled. To enable e-signatures, go to Settings > Quotes. Enabling or disabling e-signatures only applies to future quotes. While e-signatures are disabled, your customers will not be able to accept or sign the quote via Sequence. You can still mark quotes as accepted from the Sequence dashboard.

Countersigning a quote

Enable the countersigner setting to automatically add an internal signer (e.g. CEO) to every quote by default.

Compliance & security

Sequence e-signatures are powered by Dropbox Sign. Learn more about Dropbox Sign’s compliance and legality here.

Frequently asked questions

What if I forgot to add a recipient to an already sent quote?

You can add another recipient and republish the quote. Users who signed the quote already will need to re-sign.

Do I need my own Dropbox Sign account?

No. Dropbox Sign is natively integrated into Sequence CPQ and no account is required.

How can I cancel an open e-signature request?

Archive the quote. Archiving the quote will cancel the signature request.