Signing a Quote or Invoice
How the draw-your-signature acceptance flow works on the public document link, and what it legally is and isn't.
What it is
On the public view page for any unsigned document, a client can type their name, draw a signature with mouse or finger, and click Sign Document. That records their typed name, the drawn signature image, a timestamp, and the IP address it was signed from — and embeds the signature into the downloadable PDF from that point on. If the document's status was Sent, signing automatically moves it to Accepted.
What it legally is and isn't
This is a basic electronic signature — a recorded acknowledgment with an audit trail (name, image, timestamp, IP, and a tamper-evident hash), not a certified digital signature from an accredited provider (like a bank-grade or government PKI signature). For most everyday quotes and invoices this is the same standard tool people already accept from e-signature products — but if a specific document legally requires an advanced or qualified electronic signature, this isn't that, and you should use a dedicated accredited provider instead.
Why draw-a-signature instead of a "type your name" checkbox
A drawn signature is the recognizable, standard e-signing gesture people already trust from other tools — it signals real intent to sign, more so than ticking a box. It's also simple to implement without any third-party e-signature service or API key.
Once signed
The signature can't be redone or overwritten — a document can only be signed once. It shows on the document's detail page inside the CRM (so your team can see it was signed and by whom) and appears on every future PDF download of that document, both the client-facing link and your own copy.