Signatures on quotes

A tick-box saying "accepted" is not a signature. What makes one worth anything later is the record around it: who signed, from where, at what moment, and against exactly which document.

Signing a quote

New quotes ask to be signed. On the client's share link, Accept quote becomes a signature box: their name typed in a script face, or drawn with a finger on a phone, and a box to tick agreeing to your terms.

What gets recorded is not just the name:

Signing is accepting: the same act does both, so a signed quote is never sitting there still marked open. If the quote asked for a deposit, the deposit invoice goes out at that moment too (see Deposits).

Signing twice is refused. Two signatures on one agreement is a question, not a record — so if the client needs to re-sign, the quote's own history says who signed the first time.

What the hash is for

The hash is what ties the signature to a document rather than to a date. It is taken over the quote's content — its number, the client, every line with its quantity and price, the money, the deposit and the terms — so:

• Re-print the quote, change the theme, upgrade OrderDen: the hash is the same.
• Change a price, a quantity, a word of the terms, or the client: it is not.

The quote page says which it is. A quote edited after signing shows "This quote has been edited since it was signed — the signature is against the earlier version", in as many words, rather than quietly presenting the new figures as the ones that were agreed.

Terms and conditions

Every quote carries its own terms, written in the quote form under Signature and terms and printed after the lines, above the signature box. They are copied onto the quote when it is written, so editing your default terms next year never rewrites what somebody signed last year.

Set the default in Company Settings → Documents → Signatures and terms, along with the exact consent wording a signer ticks. OrderDen ships a short set of terms to start from; they are a starting point, not legal advice.

Turn New quotes ask the client to sign off there, or on any individual quote, and Accept goes back to being a plain button.

Changing something already agreed

There is no separate amendment document. A quote that has been signed and converted is a record; the order it became is the live thing, and you edit that — its lines, its money and its schedule move together, and the order's own history says what changed, when and by whom.

For a project, what was agreed stays readable next to what happened: the project's contract figure is the accepted quote's total, and the invoiced, paid and actual-cost figures sit beside it (see Projects).

Where it all shows

• Quote page → Signature — who signed, how, when, from where, the wording they agreed to, and whether the quote still matches it. Print the signed copy gives you the document with the signature and its audit block on it.
• The client's share page — the signature box, and the signed copy afterwards.

Through the API

• GET/POST /api/v1/quotes/{id}/signature — read a signature, or record one taken in person
• Quotes accept requireSignature and termsText