Setting signature options with a rule

Automatically set no signature, e-signature, or a written signature on quotes that match a Quote Rule.

Overview

Set Signature Options is the Quote Rule outcome that chooses how a quote is signed. It covers the same three choices a rep sees in Quote Builder details:

No Signature Required
Require e-Signature
Require Written Signature

Use it when certain deals should always skip signatures, always collect e-signatures, or always leave space for a handwritten signature — without the rep remembering to set it.

Prerequisites

An Admin role in Quotivity Studio
E-signature available on your plan if you choose Require e-Signature — see How e-signature works

Steps

Create or open a Quote Rule. In Quotivity Studio, open Quote Rules and start a new rule or edit an existing one.
Set the conditions (optional). Add conditions if only certain quotes should get this signature setting — for example, quotes over a threshold, or a specific product line. Leave conditions off to apply to every quote the rule covers.
Choose Set Signature Options. Set the rule’s outcome to Set Signature Options, then pick a Signature Option.
Configure the option you chose:
- No Signature Required — no extra fields. The quote does not collect a signature.
- Require e-Signature — optionally add Require Countersigner. You can name specific HubSpot users, choose the deal owner, or both. Leave countersigners empty to collect the buyer’s signature only. The quote needs an associated contact, or the rule is skipped until one is added.
- Require Written Signature — optionally check Include space for Countersigner so the quote document leaves room for someone on your side to sign by hand.
Set a priority if more than one signature rule can match. Highest number wins, and only one signature rule applies.
Save and activate the rule. Matching quotes pick up the signature setting the next time they update.

Examples

No signature on small deals. A rule conditioned on quote total below a threshold that uses No Signature Required.
E-sign large deals. A rule conditioned on quote total above a threshold that uses Require e-Signature and names your CFO as a countersigner.
Printed signature packet. A rule for a product line that still signs on paper, using Require Written Signature with space for a countersigner.

Tips

Written signature and no-signature settings apply even when the quote has no associated contact. Require e-Signature still needs a buyer contact.
Existing Require e-Signature rules stay editable. Opening one maps it to Set Signature Options with Require e-Signature and any countersigners already set. The outcome picker lists Set Signature Options by that name.
For who signs during e-signature, see Setting up countersigners.
The Quote Signature module on a Quotivity template renders whatever option the quote ends up with. See Configuring the Quote Signature module.
Written-signature quotes stay in Pending Signature until a rep uses Mark as Accepted on the Quotivity Quotes card. See Marking a written-signature quote as accepted.