After the Customer Signs

When the customer accepts the proposal, the quote records it and the documents that prove it appear on the quote. This article shows an estimator where to find the executed document and its certificate, and what the quote does and does not allow afterwards.

Open the quote. Its overview now reads Won and “Signed for {amount}” beside the stage, followed by three links:

• executed document — the proposal as the customer signed it, with the signature block completed.
• certificate — the signing certificate: who signed, when, from where, and the document’s digest, one line per act.
• The sealed exhibit, by its name — for example a Master Subscription Agreement — the terms that rode with the proposal, exactly as sealed.

The quote is locked: it is the record of what went out, and it no longer takes edits.

Delivery record on the quote keeps the send’s history: who received the link, when, the Carrier id of each message, any reminders sent with the same link, and what the customer did with each link. Once the customer has answered, Send reminder is no longer offered. The quote’s own record lists the phases in order — Delivered (“Delivered — the mail provider accepted the message”) and Signed (“Signed — the customer accepted the document.”) — each with its time. See Reading the Delivery Record.

A signed quote is not edited. To change the deal, open Revisions to see the quote’s history, and start a new revision from a quote that has not been signed, or a new quote for the new scope. Revise… is offered on a sent quote only until the customer has accepted.

The executed document and the certificate are stored a few seconds after the customer signs — the signing page itself says “This takes about fifteen seconds. Keep this page open.” Reload the quote.

Everyone with Cc on for the quote is told when the customer answers and is copied on the signed receipt. The Send dialog names them before anything goes out, on its Cc line: each name, then “copied on this email and told when the customer answers. Change the default under Document Settings › People.” If your people are missing, open Document Settings → People before the next send: switch their Cc on under On the proposal, or add them under Cc only with + Add someone to cc. See People in Document Settings.

• Quote Generator Help
• Sending a Quote for Signature
• Reviewing and Signing a Proposal
• Creating Quotes with Quote Generator