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ScalePad’s Automation Solution Handbook
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E-signatures & Agreements

Ditch the printer and scanner for quote acceptance

Streamline your order process by giving your clients the convenience of signing proposals digitally, any time, from any device they want.

Meet your clients where they are

With E-signatures & Agreements, clients can take action on a quote as soon as it’s received. Accept, sign, and pay in the same moment — it’s a quick win in your quote-to-cash process.

Secure acceptance on-the-go

From a secure link in their quote, clients can go to an online checkout page to agree to your terms and electronically sign their name before accepting the quote. There’s no account or login required.

Get notified for every approval

Once a quote is accepted, its status in your Quoter dashboard is updated, triggering an email notification. Now, you’re set to get to work and fulfill the order.

Do more with E-signatures & Quote Acceptance

  • Collect and archive signed approval from all quotes.
  • Utilize Quoter’s online payment processing to require full payment or a deposit (either as a fixed amount or percentage of the quote).
  • Link with PayPal, Moneris, or other popular payment gateways.

See how E-signatures & Agreements work in Quoter

Book a 1:1 demo with one of our product specialists for a personalized walkthrough.
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