> ## 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.

# Send a quote to signature

> Request customer signature on a published quote from the Dealroom

{/* AUDIT NOTE: SCREEN NOT FOUND during this session — could not open a Published quote to verify the signature flow UI. All [BUTTON LABEL] and [FIELD NAME] placeholders left as TODOs. The signed Dealroom confirmation screen was confirmed (shows "Document signed successfully" with a Download button). The status flow (Published → Pending Signature → Accepted) is consistent with what has been confirmed elsewhere. */}

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.

## Prerequisites

<Check>The quote is in **Published** status</Check>
<Check>The Dealroom has been shared with the customer</Check>
<Check>A contract model is attached to the template</Check>

## Send the quote to signature

<Steps>
  <Step title="Open the Dealroom">
    Navigate to **Quotes** and select the quote you want to send for signature.

    Click **{/* TODO: verify button label */}\[BUTTON LABEL]** to open the Dealroom view.
  </Step>

  <Step title="Initiate signature request">
    In the Dealroom, click **{/* TODO: verify button label */}\[BUTTON LABEL]** in the top right corner.

    A signature modal appears with the contract preview and signature settings.
  </Step>

  <Step title="Configure signature settings">
    Review the contract preview to ensure all variables have populated correctly.

    Select the **{/* TODO: verify field name */}\[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.
  </Step>

  <Step title="Send the request">
    Click **{/* TODO: verify button label */}\[BUTTON LABEL]** to send the signature request.

    The quote status changes to **Pending Signature** and the customer receives an email notification.
  </Step>
</Steps>

## 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

<AccordionGroup>
  <Accordion title="The send to signature button is disabled">
    Verify the quote is in **Published** status. Quotes in **Draft**, **Pending Approval**, or **Approved** status cannot be sent to signature.

    Check that a contract model is attached to the template. Without a contract model, signature requests cannot be sent.
  </Accordion>

  <Accordion title="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}}`.
  </Accordion>

  <Accordion title="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.
  </Accordion>
</AccordionGroup>

## Related resources

<CardGroup cols={2}>
  <Card title="Publish a quote" icon="paper-plane" href="/user-guide/quotes/reference/quote-anatomy">
    Share the Dealroom link with your customer
  </Card>

  <Card title="Contract models" icon="file-contract" href="/user-guide/documents/reference/contract-model-and-variables">
    Configure dynamic contract templates
  </Card>

  <Card title="Quote lifecycle" icon="rotate" href="/user-guide/quotes/reference/lifecycle">
    Understand quote statuses and transitions
  </Card>

  <Card title="Dealroom overview" icon="handshake" href="/user-guide/dealroom/introduction">
    Learn how customers interact with the Dealroom
  </Card>
</CardGroup>