CRM · Signature
Quotes with e-signature, from link to acceptance
Your customer signs in two minutes, wherever they are.
Print, sign, scan, send back: every paper step delays a quote's acceptance. With Essuivi, the customer opens their quote from a link, signs it electronically, and the quote switches to accepted on their record.
View, sign, quote accepted.
The customer receives a link, views the quote on mobile or desktop, then signs it on screen. The quote moves to accepted status with no action on your part.
- View link sent by email
- Signing on mobile or desktop
- Accepted status updated automatically
- Date
- 20/08/2026
- Time
- 09:42
- Channel
- Signed on mobile
A timestamped signature, a locked document.
The date and time of signature are recorded with the signed quote. The signed document can no longer be modified.
- Signature date and time recorded
- Signed quote locked, cannot be edited
- Proof available at any time
The signed quote, filed on the customer record.
The signed quote is archived on the customer's record, alongside their communications and jobs. You can find it in seconds if a question comes up.
- Automatic archiving on the customer record
- Signed quote download
- Quote version history
What people ask us about this.
No. The customer signs directly from the link received by email, with no account to create or app to install.
Yes. The viewing page adapts to mobile, and the customer signs with a finger on the screen.
The quote switches to accepted, follow-ups stop, and the job can be scheduled from the quote lines.
No. The signed quote is locked; any change goes through a new version, which must be signed again.
This module in the Essuivi cycle.
Quotes signed without paper.
See the customer-side signing flow, from link to accepted quote.