# Get the client's signature

Let the client accept a quotation by signing it online, see what the client does on the quotation's page, and find the confirmed order and the signature in the back office.

With **Online signature**, the client accepts the quotation on its own page by signing it: a typed name, a drawing or an image. When no online payment is asked, the signature confirms the order at once and the client receives the confirmation e-mail. Nobody has to retype the agreement.

## Before you start {#before-you-start}

- You need an access right on **Sales**.
- The client has an e-mail address, so the quotation can be sent with **Send** as in [Your first quotation](first-quotation#send). The e-mail carries an **Accept & Sign Quotation** button that opens the quotation's page.

## Ask for the signature {#ask}

Open **Sales/Orders/Quotations** and the quotation, here the one of **Meadowline Holdings** made from the **Legal services offer** template. In the **Other Info** tab:

- **Online signature** is ticked: the client is asked to sign.
- **Online payment** is unticked: no payment is asked before the order is confirmed. With both ticked, the client signs and pays in the same step, which needs a payment provider; see [Online payments](/docs/online-payments).

![Online signature on and Online payment off, so the client confirms by signing.](https://jaah.app/web/image/11144-d0f4ce7f/quotations-signature-signature_options-en.png)

Both boxes come from the quotation template or, without one, from [Quotation settings](quotation-settings#signature). The **Expiration** date at the top of the quotation is the last day the client can sign.

## What the client does {#client}

Open the **Actions** menu and choose **Preview** to see the page as the client does.

1. The client clicks **Accept & Sign**, at the top of the page or under the prices.

![The quotation as the client sees it, with the Accept & Sign button.](https://jaah.app/web/image/11148-207ac5ff/quotations-signature-portal_accept-en.png)

2. The **Validate Order** window recalls the client and the amount. **Full Name** is filled with the client's name. **Auto** writes that name as a signature, **Draw** lets the client sign with the mouse or a finger, **Load** takes an image of a signature. The client clicks **Accept & Sign**.

![The client types or draws a signature, then accepts.](https://jaah.app/web/image/11152-9c75b100/quotations-signature-sign_dialog-en.png)

3. The page thanks the client and says that the order is confirmed. The **Signature** section at the end of the details shows the signature and the name.

![Signed, the quotation becomes a sales order and shows the signature.](https://jaah.app/web/image/11156-e128f4e1/quotations-signature-signed_portal-en.png)

Instead of signing, the client can write to you with **Feedback**, or refuse with **Reject**: the refusal asks for a reason, cancels the quotation and posts the reason in its chatter.

## In the back office {#back-office}

Click **Back to edit mode**. The quotation is now a **Sales Order**. The chatter records that the order was signed, by whom, with the signed PDF attached, followed by the confirmation e-mail sent to the client.

![In the back office the order is confirmed and the chatter records who signed.](https://jaah.app/web/image/11160-a32fca09/quotations-signature-signed_order-en.png)

The order is ready to be invoiced: see [Invoice a sales order](invoice-a-sales-order).

## FAQ {#faq}

### The client says the page does not let them sign. {#cannot-sign}

Check the **Expiration** date: after it, the page shows **This offer expired!** and no longer offers to sign. Also check that **Online signature** is ticked and that the quotation was not cancelled or already confirmed. To give more time, change the **Expiration** date and send the quotation again.

### Can the client change the quotation before signing? {#change}

Only the quantities of an optional section, described in [Build a quotation template](build-a-quotation-template#optional). For any other change, the client writes with **Feedback**; you edit the quotation and send it again.

### Does the client receive an e-mail after signing? {#email}

Yes, the order confirmation, with the order attached as a PDF. The e-mails sent along the way are listed in [Quotation automations](quotations-automations).

### Where is the signature kept? {#where}

In the chatter of the order, as the signed PDF, and on the client's page under **Signature**.

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- Source: https://jaah.app/docs/quotations/get-the-client-signature
- Updated: 2026-10-23
- Version: Quotations 19.0.1.1.1
- Verified: 2026-10-23