Signatures on quotes

A signature is worth what's recorded with it: who signed, from where, when, and against exactly which document.

Signing a quote

New quotes ask to be signed. On the client's share link, Accept quote becomes a signature box: they type their name, which shows in a script face, or draw it with a finger on a phone, and tick a box agreeing to your terms.

OrderDen records more than the name:

Signing on the share link also accepts the quote. If the quote asks for a deposit, the deposit invoice goes out at the same moment (see Deposits).

A quote can be signed once. A second signature is refused, and a signature can't be cleared, so if the client needs to sign again, make a new quote.

What the hash is for

The hash ties the signature to the document. It's taken over the quote's content: its number, the client, every line with its quantity and price, the totals, the deposit and the terms.

• Reprinting the quote or changing its design doesn't change the hash.
• Changing a price, a quantity, a word of the terms or the client does.

A quote edited after it was signed says so on its page: This quote has been edited since it was signed. The signature is for the earlier version.

Terms and conditions

Every quote carries its own terms, written on the quote form under Signature and terms and printed after the lines, above the signature box. They're copied onto the quote when you write it, so changing your default terms later never changes what someone signed.

Set the default terms in Company Settings → Documents → Signatures and terms, with the consent wording a signer ticks. Leave the terms blank and new quotes start with none: OrderDen adds no terms of its own. Clear the box on one quote before saving it and that quote has none. A blank consent box uses a built-in sentence, because a signature needs one to hold up.

Turn off New quotes ask the client to sign there, or on a single quote, and Accept goes back to a plain button.

Changing something already agreed

Before it's converted, edit the quote and press Request a new signature on its Signature card. The old signature is set aside: it stays in the quote's History, with who signed and when, but the quote no longer counts as signed. An accepted quote goes back to Sent, so its share link asks for a signature again. Send the quote again to let the client know. A deposit invoice already raised stays as it is and is reused when they sign.

There's no amendment document. Once a signed quote is converted, edit the order it became. Its lines, money and schedule change together, and the order's history records what changed, when and by whom.

The project's contract figure is the accepted quote's value before tax, shown next to what's been invoiced, paid and spent (see Projects).

Where it shows

• The quote page, under Signature: who signed, how, when, from where, the wording they agreed to, and whether the quote still matches. Print the signed copy prints the quote with the signature, the signer's name and email, the date and the start of the hash.
• The client's share link: the signature box, then the signed copy.

Through the API

• GET/POST /api/v1/quotes/{id}/signature reads a signature, or records one taken in person. Recording one this way doesn't accept the quote; set its status separately.
• POST /api/v1/quotes/{id}/signature/void asks for a new signature.
• Quotes accept requireSignature and termsText.