Once you’ve published a quote and shared the Dealroom with your customer, you can send it for signature. This moves the quote from Published to Pending Signature status and notifies the customer to sign. You must publish the quote before you can send it to signature. The quote cannot be in Draft or Pending Approval status.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.
Prerequisites
The quote is in Published status
The Dealroom has been shared with the customer
A contract model is attached to the template
Send the quote to signature
Open the Dealroom
Navigate to Quotes and select the quote you want to send for signature.Click [BUTTON LABEL] to open the Dealroom view.
Initiate signature request
In the Dealroom, click [BUTTON LABEL] in the top right corner.A signature modal appears with the contract preview and signature settings.
Configure signature settings
Review the contract preview to ensure all variables have populated correctly.Select the [FIELD NAME] for the customer signatory. You can choose from existing contacts or add a new one.Optionally, add a message to include in the signature request email.
What happens next
The customer receives an email with a link to sign the quote in the Dealroom. They can review the contract, add comments, and provide their electronic signature. Once the customer signs, the quote automatically moves to Accepted status and an order is generated. You receive a notification that the quote has been signed. If the customer doesn’t sign within the quote validity period, the quote moves to Expired status.Troubleshooting
The send to signature button is disabled
The send to signature button is disabled
Contract variables show as blank or [missing]
Contract variables show as blank or [missing]
Review the contract model to ensure all variables reference valid fields. Common issues include deleted custom fields or typos in variable names.Check that required customer information is complete in the customer record, especially for variables like
{{customer.name}} or {{customer.address}}.Customer didn't receive the signature request email
Customer didn't receive the signature request email
Verify the customer email address is correct in the contact record.Check the customer’s spam folder. Signature request emails may be filtered by some email providers.You can resend the signature request from the [MENU PATH] in the Dealroom.
Related resources
Publish a quote
Share the Dealroom link with your customer
Contract models
Configure dynamic contract templates
Quote lifecycle
Understand quote statuses and transitions
Dealroom overview
Learn how customers interact with the Dealroom