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Quotations & E-SignaturesUpdated October 5, 2026

How clients accept and e-sign quotations

Learn how clients accept quotations online with a typed full name and a drawn signature.

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Clients accept Invollo quotations online with an e-signature designed to meet the requirements of e-signature laws such as the US ESIGN Act and EU eIDAS for simple electronic signatures.

The client signature experience

  1. The client opens the secure quotation link in their browser, or from Quotations in the Client Portal.
  2. They review the line items, notes and total.
  3. To accept, the client clicks Accept Quotation, then Accept & Continue, types their full name and draws their signature on screen (both are required), then clicks Accept & Sign.
Public client quotation e-signature modal with drawn signature pad and signer name
  1. Invollo records the acceptance with a SHA-256 proof, the signer's name, the timestamp and the IP address.
  2. You get an in-app notification naming the signer.
Important NoteOnce accepted, the client can't sign or change it again; the signature and its SHA-256 proof stay on record.
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