Have a customer sign for a quote

Turn a quote into a signature agreement so the customer approves the price by signing it, instead of only pressing approve on a link.

In the sidebar, open Sales & Billing, then Quotes, and open the quote from the list. The screen that checks a quote before it goes out opens at an address ending in /review/send, /review/approval or /review/signature, one for each way the quote can reach the customer. This article covers the signature way; the other two are in Send a quote.

Before you start

• The quote needs a customer and at least one line, and it has to still be waiting for the customer's answer.
• Your role needs permission to ask customers for approval, and to see agreement templates and create, edit and issue agreements. Without them Create signature agreement is greyed out and the screen explains why.
• The person signing needs an email address. Signature requests always go by email.

Steps

1. Open the actions menu (the three dots at the top of the quote), press See more, and choose Create signature agreement. The review screen opens with Create signature agreement already chosen under Quote delivery workflow.
2. Under Approver, choose the person who will sign. The customer's own contacts are listed first. The line underneath confirms that this person will receive the signature agreement request.
3. Press Create signature agreement at the bottom of the screen.
4. Nova creates an agreement draft linked to the quote and opens it. A draft quote stays a draft until the request goes out to the customer; from then on its number and price are fixed.
5. On the agreement, check the wording and the signature fields, then send it for signing. See Create an agreement.

What you see

• Nova confirms "Signature agreement draft created." Nothing reaches the customer until you send the agreement.
• The agreement is named after the quote number, followed by the word approval.
• If no agreement template is configured, Nova prepares a PDF from the quote. Wait for its document checks and preview to finish; then review the signature, name and date fields assigned to your chosen approver before sending.
• When the customer signs, Nova records the quote as approved, and the quote's status chip reads Approved. Follow the signing in Track agreement signing.
• While the request is open, the quote's Manage panel shows it. To nudge the customer or call it off, see Remind, resend or cancel a customer approval.

If something looks different

• Create signature agreement is missing from the menu or greyed out under Quote delivery workflow: your role is missing one of the agreement permissions, or the quote already has an answer.
• Nova says to choose an approver: pick someone under Approver, or add an email address to the customer's contact first. See Add a contact to an account.
• You only need a click to approve, not a signature: choose Send for approval instead. See Send a quote.
• The customer said yes on the phone: you do not need a signature to record it. See Record a customer's yes or no on a quote.

Open Quotes