eSignature for Quotes
Turn every quote into a frictionless buying experience with built-in eSignature directly inside Onpipeline.
No printing. No delays.
No external applications required.
Zero Friction
Generate quotes, send them for approval, and collect legally binding digital signatures – all from the same CRM workflow.
What your sales team gets:
- Faster approvals and shorter sales cycles
- Seamless quote-to-signature process
- Real-time notifications when documents are signed
- A professional experience for customers
- Reduced dependency on third-party signature tools
Sales Teams love it
Accelerate Revenue – Reduce delays caused by manual paperwork and disconnected tools. Integrated eSignature workflows help teams close deals faster.
Eliminate Tool Switching – Everything happens inside your CRM: quotes, approvals, signatures, and notifications.
Improve Customer Experience – Customers sign in seconds using a secure link from any device.
Stay Organized – Every signed document stays connected to your sales pipeline and customer records.
How it works
1. Create the Quote – Build and prepare your quote directly inside Onpipeline.
2. Send for eSignature – With one click, send the quote to your customer for digital signing. Optional personalized messages can be included.
3. Customer Signs Online – Your customer receives a secure link via email and signs instantly from any device.
4. Deal Closed – Both the customer and sales rep automatically receive confirmation and signed copies.
Free for 30 days!
No contract and no credit card required. Fully operational account. You can try and confirm the same settings by placing an order, or simply let the trial period expire.
Start todayAre electronic signatures legally binding?
Yes. Electronic signatures collected through Onpipeline are legally binding in many countries and comply with widely accepted eSignature regulations such as ESIGN and eIDAS, depending on your region and use case. This allows businesses to securely approve quotes and agreements online without printing or scanning documents.
Once signed, the file is finalized into a new document that includes an attached Signature Certificate, and the same file is securely stored and sent to both you and your client.
Can customers sign documents from mobile devices?
Absolutely. Customers can review and sign quotes directly from any device: desktop, tablet, or smartphone – using a secure link sent by email. No app installation is required.
Do signed quotes stay saved inside the CRM?
Yes. Every signed quote and related activity is automatically stored inside Onpipeline CRM, keeping your sales pipeline, customer records, and signed documents organized in one place.
Which plans include Quotes + eSignature?
The Quotes + eSignature feature is included inside the Quote Management module, which is available on both the Standard and Advanced plans