> ## Documentation Index
> Fetch the complete documentation index at: https://docs.sequencehq.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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.

![Add quote recipients and select countersigner](https://mintcdn.com/sequence/-Km_wqS3-uKkZfju/images/product/cpq/esig_embedded_1.png?fit=max\&auto=format\&n=-Km_wqS3-uKkZfju\&q=85\&s=00461214c68b2a9434c4f7a2666e96ff)

**2. Publish the quote**

> [tab] 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.
>
> ![Publish and send signature requests](https://mintcdn.com/sequence/-Km_wqS3-uKkZfju/images/product/cpq/esig_embedded_2.png?fit=max\&auto=format\&n=-Km_wqS3-uKkZfju\&q=85\&s=dbac9dd28aac644435cf10d69f5936de)

> [tab] Publish as shareable link
>
> Disable **Send signature requests to signers** to publish the quote as a shareable link. You can send signature requests later.
>
> ![Publish quote as shareable link](https://mintcdn.com/sequence/-Km_wqS3-uKkZfju/images/product/cpq/esig_embedded_3.png?fit=max\&auto=format\&n=-Km_wqS3-uKkZfju\&q=85\&s=fe07b76a52938b69bacd3e754e6ad2e5)
>
> ![Quote shareable link](https://mintcdn.com/sequence/-Km_wqS3-uKkZfju/images/product/cpq/esig_embedded_4.png?fit=max\&auto=format\&n=-Km_wqS3-uKkZfju\&q=85\&s=284e0a6e76c3298158c3ec66b270a50c)

**3. Customer receives or accesses the quote**

> [tab] Email notification
>
> If you sent signature requests, recipients will receive an email with a link to review and sign the quote.
>
> ![Signature request email](https://mintcdn.com/sequence/-Km_wqS3-uKkZfju/images/product/cpq/esig_embedded_5.png?fit=max\&auto=format\&n=-Km_wqS3-uKkZfju\&q=85\&s=bb235cbae636c0e0fc903c585ec36aad)

> [tab] Shareable link
>
> If you published a shareable link, customers can access the quote and click **Review and sign** to trigger authentication emails.
>
> ![Review and sign](https://mintcdn.com/sequence/-Km_wqS3-uKkZfju/images/product/cpq/esig_embedded_17.png?fit=max\&auto=format\&n=-Km_wqS3-uKkZfju\&q=85\&s=f055d281cf69d6699436c859549ffe83)

**4. Sign the quote**

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

> [tab] 1) Review and sign
>
> Click **Review and sign** to begin the signing process.
>
> ![Review and sign](https://mintcdn.com/sequence/-Km_wqS3-uKkZfju/images/product/cpq/esig_embedded_6.png?fit=max\&auto=format\&n=-Km_wqS3-uKkZfju\&q=85\&s=032a81951500f82d517b91f79e697607)

> [tab] 2) Get started
>
> Review the quote details and click **Get started** to proceed.
>
> ![Get started](https://mintcdn.com/sequence/-Km_wqS3-uKkZfju/images/product/cpq/esig_embedded_7.png?fit=max\&auto=format\&n=-Km_wqS3-uKkZfju\&q=85\&s=39e563b0702f1f6e5f53c99a40a16c1d)

> [tab] 3) Click to sign
>
> The signing interface displays all signers. Click **Click to sign** to add your signature.
>
> ![Click to sign](https://mintcdn.com/sequence/-Km_wqS3-uKkZfju/images/product/cpq/esig_embedded_8.png?fit=max\&auto=format\&n=-Km_wqS3-uKkZfju\&q=85\&s=32f7a63667132770af51749f9b70fde4)

> [tab] 4) Add signature
>
> Choose to draw, type, or upload your signature. Enter or create your signature and click **Insert** to continue.
>
> ![Add signature modal](https://mintcdn.com/sequence/-Km_wqS3-uKkZfju/images/product/cpq/esig_embedded_9.png?fit=max\&auto=format\&n=-Km_wqS3-uKkZfju\&q=85\&s=9d943d73900d44b334f341609d387aab)
>
> ![Signature entered](https://mintcdn.com/sequence/-Km_wqS3-uKkZfju/images/product/cpq/esig_embedded_10.png?fit=max\&auto=format\&n=-Km_wqS3-uKkZfju\&q=85\&s=9763313a5797b14b812c4b6b67059f32)

> [tab] 5) I agree
>
> Review the legal agreement and click **I agree** to sign the document.
>
> ![I agree](https://mintcdn.com/sequence/-Km_wqS3-uKkZfju/images/product/cpq/esig_embedded_11.png?fit=max\&auto=format\&n=-Km_wqS3-uKkZfju\&q=85\&s=e006ed84801dfc0bac2d4fedb6418d49)

> [tab] 6) Done
>
> Once the first recipient has signed, the quote status updates to **Pending 1 Signature**. The signed recipient is marked with a check mark.
>
> ![One party signed status](https://mintcdn.com/sequence/-Km_wqS3-uKkZfju/images/product/cpq/esig_embedded_12.png?fit=max\&auto=format\&n=-Km_wqS3-uKkZfju\&q=85\&s=c1e92e2fe8f5204dd69d5b05ed487076)

**5. Quote owner receives notification**

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

![Signature notification email](https://mintcdn.com/sequence/-Km_wqS3-uKkZfju/images/product/cpq/esig_embedded_13.png?fit=max\&auto=format\&n=-Km_wqS3-uKkZfju\&q=85\&s=3593c8c217d7322c3e541d0ca9bc0c9c)

**6. Send signature reminders**

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

![Send signature reminders](https://mintcdn.com/sequence/-Km_wqS3-uKkZfju/images/product/cpq/esig_embedded_14.png?fit=max\&auto=format\&n=-Km_wqS3-uKkZfju\&q=85\&s=fd7386897e085c5fc7dd3de7b17a1761)

**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.

> [tab] Email confirmation
>
> All signers receive a confirmation email when the quote is fully signed.
>
> ![Everyone has signed email](https://mintcdn.com/sequence/-Km_wqS3-uKkZfju/images/product/cpq/esig_embedded_15.png?fit=max\&auto=format\&n=-Km_wqS3-uKkZfju\&q=85\&s=cdb322549d70dff58b01f0d9847d4ed9)

> [tab] Dashboard view
>
> The dashboard shows the completed status with all signers marked as complete. You can now view the signed quote and create a billing schedule.
>
> ![Signed quote dashboard](https://mintcdn.com/sequence/-Km_wqS3-uKkZfju/images/product/cpq/esig_embedded_16.png?fit=max\&auto=format\&n=-Km_wqS3-uKkZfju\&q=85\&s=abbde3d966edb82b6ace32ac1b3e3109)

## 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.

![PDF](https://mintcdn.com/sequence/mG-N6nCfQdxFJGM7/images/product/cpq/esig_11.png?fit=max\&auto=format\&n=mG-N6nCfQdxFJGM7\&q=85\&s=5b54a3272c6ec0b0055cc6d153bed5a2)

## 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.

![Quote settings](https://mintcdn.com/sequence/mG-N6nCfQdxFJGM7/images/product/cpq/esig_12.png?fit=max\&auto=format\&n=mG-N6nCfQdxFJGM7\&q=85\&s=642cb81ad5e476aa3298125c7a178d33)

## Countersigning a quote

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

![Countersigner](https://mintcdn.com/sequence/mG-N6nCfQdxFJGM7/images/product/cpq/esig_13.png?fit=max\&auto=format\&n=mG-N6nCfQdxFJGM7\&q=85\&s=1b3cc1eb559604edc29436613faf42c4)

## Compliance & security

Sequence e-signatures are powered by Dropbox Sign. Learn more about Dropbox Sign's compliance and legality [here](https://www.dropboxsign.com/about/]legal).

![Dropbox Sign](https://mintcdn.com/sequence/mG-N6nCfQdxFJGM7/images/product/cpq/dropbox_sign_logo.png?fit=max\&auto=format\&n=mG-N6nCfQdxFJGM7\&q=85\&s=253d6be56fb4bd85e7dc744d2e9971c1)

## Frequently asked questions

> [accordion]  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.

> [accordion] Do I need my own Dropbox Sign account?
>
> No. Dropbox Sign is natively integrated into Sequence CPQ and no account is required.

> [accordion] How can I cancel an open e-signature request?
>
> Archive the quote. Archiving the quote will cancel the signature request.


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