Available from the Pro plan

Electronic Quote Signing | Accept proposals online — DealForge

Your client receives the quote, reviews the terms and signs with one click from any device. No printing, scanning or posting paper. Close deals in hours, not weeks.

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Why do you need electronic signatures on your quotes?

The client accepts verbally but takes days to return the signed document. Meanwhile, they may change their mind or receive a better offer.

The print-sign-scan-resend process adds friction that kills opportunities. Some clients drop out just because the process is so cumbersome.

You have no clear legal record of when and how the client accepted the terms. In a dispute, an 'ok, go ahead' email doesn't carry much legal weight.

How DealForge simplifies signing

One-click signing from the email

The client receives a secure link where they see the quote, review the terms and sign with one click or by drawing their signature. No need to create an account or download software.

Simple electronic signature certificate

Each signature generates a certificate including timestamp, signer's IP, verified email and document hash. DealForge's signature is a simple electronic signature under the eIDAS Regulation (EU 910/2014). It records the signer's identity, date, time and IP. For contracts requiring an advanced or qualified electronic signature, we recommend consulting a legal advisor.

Instant acceptance notification

When the client signs, the salesperson and manager get an immediate notification. The quote automatically moves to 'Won' status and contract creation can be triggered.

How it works

1

Enable electronic signature on the quote

When sending the quote, turn on the electronic signature option. Define which fields require a signature and who must sign (it can be more than one person).

2

The client reviews and signs

The client opens the link, reviews the full document with zoom and scroll, and signs in the marked fields. The process takes under 2 minutes.

3

Download the signed document

Both parties receive the signed PDF with the signature certificate included. The document is stored in DealForge as a permanent record.

Frequently asked questions

Is the electronic signature legally valid?

DealForge offers a simple electronic signature, recognised by the EU eIDAS Regulation. The certificate includes document integrity, signer identification and a record of date and IP. For contracts requiring an advanced or qualified electronic signature, we recommend consulting a legal advisor about the specific requirements of your case.

Do I need a digital certificate to sign?

No. DealForge uses a simple electronic signature, which doesn't require a qualified digital certificate. For quotes and commercial agreements, the simple signature is sufficient and legally valid under eIDAS. Qualified certificates are only required for dealings with public administration.

Can several people sign the same document?

Yes. You can define multiple signers in a specific order (first the buyer, then the director) or allow parallel signing. Each signer gets their own link and the document progresses as signatures are completed.

Does the client need to register to sign?

No. The signer only needs to access the secure link they receive by email. Their identity is verified through the email it was sent to and optionally via an SMS code. No account, password or extra software required.

Start using Electronic Signature today

Set up electronic signature in minutes and transform your sales process. No credit card required.

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