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Qwoty collects signatures electronically with Documenso, embedded in the Dealroom. You don’t send the quote for signature yourself: you set who can sign in the quote, share the quote, and your customer starts the signature from the Dealroom. Once all signers have signed, the quote becomes Accepted.

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How it works

  1. Admins set the signature defaults in the template.
  2. Sales reps check the signers and participants in the quote, then share it.
  3. The customer clicks Proceed to signature in the Dealroom, identifies themselves, and signs. The quote moves to Pending signature, then Accepted.

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Set the signature defaults in the template

Admins configure the defaults in the template’s Validation tab, Esign & Sharing block: See Template settings.

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Signature modes

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Set the signers in the quote

Open the quote and look at the sidebar’s Home tab. The primary contact is added automatically when you create the quote.
1

Choose the signature mode

If the template allows it, choose the Signature mode: Open or Restricted.
2

Add people

In Open mode, the Participants table lists who receives the quote. Click External participants to add customer contacts, or Internal participants to add users of your workspace.In Restricted mode, there are two tables:
  • Signers: click External signers or Internal signers
  • View-only participants: people who receive the quote without signing. Click External participants or Internal participants
For external people, select existing contacts of the customer or enter a First name, Last name, and Email, then click Add. For internal people, search your users, select them, and click Add.
3

Set the signing order (Restricted mode)

Turn on Signing order above the Signers table, then drag signers to set the order in which they sign.
4

Remove someone

Open the row menu and click Delete, then confirm.
5

Save and share

Click Save, then Share. The participants are the default recipients of the share email. See Publish a quote to Dealroom.
To add signature fields inside PDF attachments, copy the placeholders shown under Attachments in the quote’s General Information section (“Copy the following elements to your PDFs to add extra signature fields”) into your PDF files.

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What your customer does

The Dealroom follows the quote’s language. The screenshots below come from a template in French.
1

Proceed to signature

In the Dealroom, the customer accepts the legal agreements, completes their information, then clicks Proceed to signature.
Save and Proceed to signature buttons in the Dealroom
2

Identify themselves

The Who are you? window asks the customer to pick I am one of the recipients listed below and Choose a recipient among the signers. In Open mode, they can also pick I am not listed (create new recipient) and enter their Full name and Email. They click Continue to signature.
Who are you? window
The quote moves to Pending signature.
3

Sign the document

The signing page opens on https://qwoty.app/sign/<token>, with the Documenso signature embedded. The customer fills in their name, then draws or types their signature in the signature field.
Signature field on the signing page
A bar at the bottom shows the remaining fields and moves to the next one. When all fields are filled, the customer completes the signature.
Signing bar with the remaining fields
4

Verify their email

A confirmation window shows the quote number and offers an email verification. Documenso sends a 6-digit code to the signer’s email; the code is valid for 5 minutes.
Confirmation with email verification
The customer enters the code to confirm the signature.
6-digit verification code entry
5

Done

A confirmation says the document was signed successfully, with a button to download it. The signed document is also sent by email.
Document signed successfully

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What happens next

  • With several signers, the Dealroom shows “Your quote is being signed” and how many signatures are completed, until everyone has signed
  • When all signatures are collected, the quote becomes Accepted. The Dealroom shows “Congratulations! Your quote is signed” with Download signed quote
  • In the quote list, the accepted quote offers View PDF and Download PDF (the signed document)
Accepted is final: the quote can no longer be edited or change status.

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Troubleshooting

In Restricted mode, only the quote’s signers are listed. Add the person as an external signer in the quote, save, and ask the customer to reload the Dealroom. In Open mode, they can choose I am not listed (create new recipient).
The customer must accept every mandatory contract (after opening it with Read contract) and complete their billing information first. The Dealroom highlights what’s missing.
No. A quote in Pending signature shows “This quote is being signed, you cannot modify it”. To change it, use Recall to bring it back to Draft, then share it again.

Client view

The Dealroom sections before signing

Quote lifecycle

Pending signature and Accepted statuses

Template settings

Esign & Sharing settings

Change a quote status

Accept a quote signed outside Qwoty
Last modified on October 27, 2026