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Can my customers sign PDFs attached to a quote?

Use text tags to collect signatures and dates on PDFs attached to a quote sent for e-signature

Yes. Your customer and your company’s signer can sign a PDF attached to a quote, such as a master services agreement (MSA), in the same e-signature session as the quote. To do so:

  • Add text tags to the document where you want signature and date fields.

  • Attach it to the quote as a PDF, and send the quote for e-signature.

Without text tags, the PDF is included in the signed document but has no signature or date fields. A text tag is a short piece of text in your PDF that Dropbox Sign, the e-signature provider built into Turnstile, turns into a field when the quote is sent.

Who can sign a PDF attached to a quote

Attached PDFs use the same two signers as the quote.

  • signer1 is your customer’s signer.

  • signer2 is your company’s signer.

These signer numbers stay the same no matter which signer order you set in eSign email settings. signer1 is always your customer’s signer, even when your company signs first.

You cannot add a third signer. Every field must belong to signer1 or signer2. To change who the two signers are before sending, see Manage signers for quotes.

Text tags for signature and date fields on attached PDFs

  • [sig|req|signer1]: your customer’s signature

  • [date|req|signer1]: the date your customer signs

To create a field for your company’s signer, replace signer1 with signer2.

How text tags on attached PDFs work

  • Text tags only work with e-signature. If the quote uses a checkout page, no fields are created. Any tag not set in white text appears as plain text, and the same happens when you export the quote as a PDF.

  • Signing order applies to the whole document. If you turn on Enforce signer order in eSign email settings, the order applies to attached PDFs as well as the quote.

  • Changing an attachment after sending. Retract the quote to return it to draft status, replace the PDF, and send it again. See Send a quote.

Add text tags to require signature on PDFs attached to a quote

  1. Open the document in the program you use to create it, such as a word processor.

  2. Type each text tag where you want the field to appear. For a signature, place the tag on the line directly above the signature line.

  3. Change the font color of each tag to white.

  4. Save or export the document as a PDF.

Note: Turnstile does not automatically hide text tags. If you leave a tag in a visible color, the tag text appears on the signed document.

Attach a tagged PDF to a quote and send it for e-signature

  1. Open the draft quote.

  2. To place the PDF before the quote, select Attach a PDF that appears before your quote at the top of the quote. To place it after the quote, scroll to the bottom of the quote and select Attach PDF that appears after your quote.

  3. Upload your PDF.

  4. Click Review and send.

  5. In the Set up quote delivery step, select E-signature as the acceptance method.

  6. Complete the remaining steps, then click Send quote or Publish quote, depending on your delivery method.

Text tags also work in PDFs attached to a quote template and in the global quote PDF attachments in Quoter settings.

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