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Quotivity Help Center

How e-signature works

After a quote is finalized, e-signature collects signatures on the quote document and stores a signed PDF for your records.

Overview

Section titled “Overview”

E-signature is the signing flow that collects legally binding signatures on a finished quote. Once a quote is finalized and rendered as a PDF, Quotivity prepares a signing envelope, gathers the signatures it needs, and stores a signed copy when everyone has signed.

This is the last step in the quote lifecycle — it happens after a quote is published, sent, and accepted, so signers always sign the final version.

How a quote gets signed

Section titled “How a quote gets signed”
  1. A quote is published and rendered as a PDF document.
  2. After the buyer finalizes the quote, Quotivity prepares a signing envelope from that PDF.
  3. Each signer opens the quote and signs. Signing happens in a guided flow — no account or login required for the buyer.
  4. As people sign, the document updates to show who has signed so far.
  5. When every signer has signed, the quote is marked complete, a signed PDF is stored, and Quotivity sends completion notifications.

After signing completes, the Download action on the Quotivity quote card on the HubSpot deal points to that signed PDF. For Quotivity-template quotes, View Quote also offers Download Signed PDF, and both downloads keep working after the public quote page expires. For quotes that still use HubSpot’s built-in eSign with legacy HubSpot quote templates, Quotivity refreshes the card download after signing so reps don’t keep downloading the pre-signature file.

Signers can include the buyer and any countersigners — the people on your side who also need to sign. Use the Require e-signature rule outcome to turn this on automatically. See Setting up countersigners.

E-sign credits by plan

Section titled “E-sign credits by plan”

E-signature usage is metered in credits, pooled across all licenses on your account:

  • Pro: 10 credits per license per month.
  • Enterprise: 15 credits per license per month.
  • Trial: 5 credits for the whole trial period.

Because the monthly allowance is per license, adding licenses raises your pooled monthly total. For example, a Pro account with 5 licenses gets 50 credits a month. Credits reset each month and don’t roll over.

If you exceed your monthly allowance, overage credits are billed automatically at $1.00 per credit at the end of the month. You need a valid payment method on file to use e-signature. If enabling asks you to add a card again, the previous one is no longer on file — add a new payment method in Settings → Electronic Signatures and try again.

Tips

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  • A credit is consumed when a signer initiates the e-sign process from a published quote — not when the quote is published. Publishing a quote with e-signature enabled costs nothing on its own.
  • Need to make a change before anyone signs? A quote can be pulled back and revised as long as no signer has signed yet.
  • Watch your monthly allowance if signing volume is high. Both the number of licenses and your plan tier affect how many credits you have.
  • HubSpot quote templates require a first and last name on each required signer contact. Quote Builder blocks publish until those names are on the HubSpot contact. Quotivity-template e-signature does not need HubSpot contact names.
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