Customising Your E-Signature Block
This guide shows you how to customise your e-signature block in QuoteCloud, allowing you to update signatures, add images, and create a polished, branded look for your documents.
Customising E-Signature Block
Customise the label and placeholder text for an E-Signature block.
Set whether the signature is required and whether the sign-here pointer is shown.
Customise an E-Signature block
Understand what can be customised
In this tutorial, you will customise an E-Signature block. You will update the label, adjust the placeholder, choose whether it is required, and control the sign-here pointer.Open the block menu
To adjust the settings, right-click on the E-Signature block. This opens the block menu with the available E-Signature options.Open E-Sign Block Settings
Choose E-Sign Block Settings from the block menu. The settings panel will open so you can update the selected signature block.Update the title placeholder
Change the title text to something more meaningful. For example, use Signed by or Authorized Signature .Edit the center placeholder
Adjust the placeholder inside the signature area. For example, use Sign here , Your Signature , or Please provide your signature .Keep important options enabled
Leave Required turned on if the recipient must sign this block. Leave Show “Sign Here” Pointer turned on so the signature block is easy for recipients to notice.Review the customised signature
Your E-Signature block is now customised and ready to use. Check that the title and placeholder text display correctly in the document.
FAQs
What is an e-signature block and why would I customise it?
An e-signature block is a configurable element placed inside a document to collect a recipient's digital signature. Customising the block in QuoteCloud lets you control the label, placeholder instructions and which signer details are shown so the signature area matches your document layout and branding.
Personalising signature blocks improves clarity for signers and helps your proposals and quotes look professional when using sales quoting software or sales proposal software.
Where do I access e-signature block customisation settings in QuoteCloud?
Open the document in the QuoteCloud Document Editor, then add a new e-signature block or select an existing one. The block properties or settings pane for that block exposes the customisation options you can change.
The settings panel is where you edit label text, visibility toggles, validation rules and other block-level options.
What common settings can I expect to be able to change on an e-signature block?
Typical options include the block label or title, instructional or placeholder text, required versus optional setting, toggles to show signer metadata such as name and signing date, image upload for a scanned signature or logo, and basic layout settings like size, alignment and spacing.
Exact option names and availability appear in the block properties panel in the Document Editor.
How does making a signature block required affect the signing process?
Marking a block as required prevents the document from being finalised until the assigned signer has provided a signature in that block. This enforces completion rules and ensures essential signatures cannot be skipped, which is useful for legally important approvals in quotes and proposals.
Can I collect the signer’s name or signing date automatically from the e-signature block?
Yes. QuoteCloud provides toggles in the signature block settings to show signer metadata such as the signer’s name and signing date. Enabling these options displays that information alongside the signature so recipient details are captured and visible on the final document.
Can I upload a scanned signature or add a logo to the e-signature block?
Yes. The e-signature block settings include an image upload option so you can add a scanned signature image or company logo. Using an uploaded image helps maintain consistent branding across documents created with your quote software or proposal software.
How does customising e-signature blocks improve documents created with sales quoting and proposal tools?
Customised signature blocks produce clearer, more professional-looking documents that reduce signer confusion and speed up approval. For teams using sales quoting software or sales proposal software, consistent labels, branding and signer metadata improve client trust and help close deals faster.
Best practices for layout, accessibility and testing when customising signature blocks?
Keep labels concise and instructional text clear, set essential blocks as required, and use alignment and spacing to avoid overlap with other fields. Enable signer metadata for traceability and upload branded images sparingly to maintain readability.
Always preview and test the signing flow in the Document Editor with a sample recipient to confirm placement, validation rules and appearance on desktop and mobile before sending real quotes or proposals.