Every quote in Turnstile has two signers: an internal signer from your company and a signer from your customer's company. This article explains how to set and update both.
Set internal signers
Set and update internal signers for all quotes
You can add new signers and set a default internal signer that will be pre-filled on every new quote you create.
Go to Settings > Quoter settings > Quote details.
Under Quote signer details, enter the name, title, and email address for your signer.
Choose if the signer is the Default contact or Default signer.
Click the + button to add the new signer.
Save changes.
The default signer is pre-filled on new quotes, but can be changed on any individual quote before sending. A person does not need a Turnstile account to be a signer.
Set and update internal signer for a single quote
You can change the internal signer on any individual quote while it is in draft status.
Open the quote and scroll to the signature block at the bottom of the quote document.
Click the signer name in the Signature field of the signature block (on your company's side).
Type to search for a person, or select from the list that appears. To add someone who is not listed, select Start typing or click to add a new person and enter their details.
If the quote has already been sent, retract it first to return it to draft status, then update the signer and resend.
Set customer signers
Set or update customer signer for all of a customer's quotes
The signers available on quotes for a given customer come from that customer's contacts.
If you have a CRM integration (HubSpot, Salesforce, or Attio), contacts are synced from your CRM. You can add the new signer contact directly in your CRM, or follow the steps below to add them in Turnstile; the change will be written back to your CRM automatically.
Go to Customers > All customers and select the customer.
In the Company info card, click the pencil icon in the top right corner.
Click +Add new contact or update an existing one to include the correct name and email address.
Save changes.
A contact is assigned the Signer badge when they sign a quote. Adding a contact to the customer page makes them available as a signer option on future quotes, but does not retroactively update any existing quotes.
Set or update customer signer for a single quote
You can change the customer signer on any individual quote while it is in draft status.
Open the quote and scroll to the signature block at the bottom of the quote document.
Click the signer name in the Signature field on your customer's side.
Type to search for a person, or select from the list that appears. To add someone who is not listed, select Start typing or click to add a new person and enter their details.
If the quote has already been sent, retract it first to return it to Draft status, then update the signer and resend.