Edit a Recipient to an E-Signature
This guide shows you how to edit a recipient for an e-signature in QuoteCloud, ensuring that your documents are signed by the right person.
Assigning Recipients to E-Signatures
Add recipients to your document.
Link each recipient to the correct E-Signature block.
Assign recipients to E-Signature blocks
Create a recipient first
Before assigning an E-Signature, create the recipient who needs to sign. This recipient will later be linked to an E-Signature block in the document.Open the Recipients sidebar
On the right-hand panel, open the Recipients sidebar. This is where you can add and manage document recipients.Add recipient details
Click Add and fill out the recipient details in the form. Enter the recipient’s name, email, phone, company, and address as needed.Save the recipient
Complete the form with the recipient’s information, then click Save . The new recipient will now appear in your recipients list.Open the E-Signature block
To assign a recipient to an E-Signature block, right-click on the block. Then open the E-Sign Block Settings .Choose the signer
Under Signer , open the dropdown and choose a recipient. The selected recipient will be assigned to that E-Signature block.Assign additional signatures
Repeat the process for the next E-Signature block. Under Signer , select the second recipient or any other required signer.Prepare to send
Once the E-Signatures are ready, prepare the document to be sent. Make sure each E-Signature block is assigned to the correct recipient.Send via email
When ready, click Send in the top-right corner. Choose Send via Email to send the document to the assigned recipients.Review the send screen
The document is now ready to send, with each E-Signature assigned to the correct recipient. Review the recipient list, subject, and email message before sending.
FAQs
What does "assigning a recipient to an e-signature" mean?
Assigning a recipient ties a specific signature field or e-signature content block in your document to the person or role who must sign, initial, or receive the document. In QuoteCloud (your quote software and proposal software), this tells the system which contact should be prompted to sign when you send the document.
Where do I assign a recipient in the Document Editor?
Open the e-signature content block or the individual signature field inside the Document Editor, then choose the recipient from the recipient dropdown. If you add or change a recipient, save the content block so the assignment is retained for that quote, proposal, or other document.
How do I add a new recipient if they are not in the dropdown list?
When editing a signature field or e-signature content block, select the option to add a new recipient. Enter their name and email address, assign them to the field, and save. The new recipient will then appear in the recipient lists for that document in your sales quoting software or sales proposal software.
Can I assign multiple signature fields to the same recipient?
Yes. You can select the same recipient for multiple signature or initial fields so a single person signs or initials in several locations. Choose the same recipient for each relevant field and save your changes to ensure the assignment is applied.
Can I change or remove an assigned recipient after assigning them?
Yes. Edit the e-signature content block or signature field, change the recipient selection or remove it entirely, and save your changes. Those updates will be reflected the next time the document is sent for signature.
How does QuoteCloud notify the assigned recipient to sign?
When you send the document for signature, QuoteCloud delivers a signing request to the assigned recipient using the platform's notification system—typically via email. The assigned signer receives instructions and a link to review and complete the e-signature process.
Why is it important to verify the assigned recipient before sending the document?
Verifying the assigned recipient ensures the correct person receives the signing request, which helps avoid delays, signing errors, or compliance issues. Before sending a quote or proposal, double-check the recipient name and email, save your changes, and confirm any role-based signer assignments.
Can I manage e-signature recipients when using QuoteCloud as my sales quoting or sales proposal software?
Yes. Whether you're creating a sales quote or a full proposal in QuoteCloud, recipient assignment and management are handled in the Document Editor. You can add new recipients, assign them to signature fields, edit assignments, and save changes within the platform's quote software and proposal software workflows.