> ## Documentation Index > Fetch the complete documentation index at: https://docs.qwoty.io/llms.txt > Use this file to discover all available pages before exploring further. # Configure the signature > Choose who signs a quote, then follow how your customer signs it in the Dealroom 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**. ## 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**. ## Set the signature defaults in the template Admins configure the defaults in the template's **Validation** tab, **Esign & Sharing** block: | Setting | Description | | - | - | | **Activate dealroom** | Turns the Dealroom on for quotes of this template. The signature requires it. | | **E-sign** | **Qwoty E-sign** to sign in the Dealroom, or **None** | | **Signature type** | **Open** or **Restricted** (see below) | | **Default internal recipients** | Users added automatically to every quote, with the role **Signer** or **Viewer** and an order. If Open signature is enabled, all internal recipients are assigned the Viewer role. | See [Template settings](https://docs.qwoty.io/user-guide/templates/reference/template-settings.md). ### Signature modes | Mode | Who can sign | | - | - | | **Open** | Anyone with the link can sign: the first person who accesses the link and signs validates the quote | | **Restricted** | Only designated signers can sign | ## 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](https://docs.qwoty.io/user-guide/dealroom/how-tos/publish-quote.md). > [!TIP] > > 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. ## 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](https://mintcdn.com/qwoty-45352a33/eWpiS0eDlFAhkSLr/images/app/dealroom-proceed-to-signature.jpg?fit=max\&auto=format\&n=eWpiS0eDlFAhkSLr\&q=85\&s=6ec39cd1786cc6464593015bdc88d2db) **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](https://mintcdn.com/qwoty-45352a33/eWpiS0eDlFAhkSLr/images/app/dealroom-who-are-you.jpg?fit=max\&auto=format\&n=eWpiS0eDlFAhkSLr\&q=85\&s=296a3dde9a1cc48f7fd698b8d744adbd) The quote moves to **Pending signature**. **3. Sign the document** The signing page opens on `https://qwoty.app/sign/`, 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](https://mintcdn.com/qwoty-45352a33/eWpiS0eDlFAhkSLr/images/app/sign-page-signature-field.jpg?fit=max\&auto=format\&n=eWpiS0eDlFAhkSLr\&q=85\&s=3208bf0b3c962937984bf1e9706aa83a) 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](https://mintcdn.com/qwoty-45352a33/eWpiS0eDlFAhkSLr/images/app/sign-page-sign-bar.jpg?fit=max\&auto=format\&n=eWpiS0eDlFAhkSLr\&q=85\&s=63f89c52d5a84899626e985eb8ffe61e) **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](https://mintcdn.com/qwoty-45352a33/eWpiS0eDlFAhkSLr/images/app/sign-email-verification.jpg?fit=max\&auto=format\&n=eWpiS0eDlFAhkSLr\&q=85\&s=5c25dd5dc32ef75f10404fceaba1a90c) The customer enters the code to confirm the signature. ![6-digit verification code entry](https://mintcdn.com/qwoty-45352a33/eWpiS0eDlFAhkSLr/images/app/sign-otp-code.jpg?fit=max\&auto=format\&n=eWpiS0eDlFAhkSLr\&q=85\&s=444db1b1d0e489c0c530efb92669ac07) **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](https://mintcdn.com/qwoty-45352a33/eWpiS0eDlFAhkSLr/images/app/dealroom-signed-success.jpg?fit=max\&auto=format\&n=eWpiS0eDlFAhkSLr\&q=85\&s=3847a191195f19958a74ecf9b3b2c366) ## 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) > [!WARNING] > > **Accepted** is final: the quote can no longer be edited or change status. ## Troubleshooting > **The customer isn't in the Who are you? list** > > 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)**. > **Proceed to signature does nothing** > > 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. > **The signature link is invalid or has expired** > > The signer sees "Access Error" when the link is no longer valid. Ask them to start again from the Dealroom with **Proceed to signature**. > **Can I edit the quote while it's being signed?** > > 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. ## Related resources > **[Client view](https://docs.qwoty.io/user-guide/dealroom/reference/client-view.md)** > > The Dealroom sections before signing > **[Quote lifecycle](https://docs.qwoty.io/user-guide/quotes/reference/lifecycle.md)** > > Pending signature and Accepted statuses > **[Template settings](https://docs.qwoty.io/user-guide/templates/reference/template-settings.md)** > > Esign & Sharing settings > **[Change a quote status](https://docs.qwoty.io/user-guide/quotes/how-tos/change-quote-status.md)** > > Accept a quote signed outside Qwoty This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.