Sales teams
Quotes and order forms close while conversation momentum is still live — not two days later after a follow-up email.
Quote ready to send from template
Pre-placed fields, no manual formatting
Signing completion
First email to signed copy in one flow
CRM update on completion
Webhook fires on every lifecycle event
Manual follow-up emails needed
Configurable reminder cadence per envelope
How a quote-to-signature flow runs
- 1
Prepare quote from template
Select the quote template, fill in deal-specific fields (pricing, scope, term), and add the customer email. Ready to send in under two minutes.
- 2
Customer receives signing link
A signing link goes to the customer in the first email. No account required — they sign via one-time passcode on any device, on the call or after.
- 3
Your team countersigns
After the customer signs, your authorised representative countersigns in the same envelope. Both signatures are sealed together.
- 4
CRM updated automatically
A webhook event fires on completion. Your CRM or deal system is updated without manual entry. The sealed PDF is stored and retrievable from the admin portal.
What sales teams use EndorsedSign for today
Quotes and order forms
Send a quote template pre-filled with pricing. Customer signs via OTP link. Webhook fires to your CRM on completion.
NDAs (inbound and outbound)
Standard NDA sent from template in under a minute. Both parties countersign in the same envelope.
SoWs and MSAs
Master Service Agreements with approval gate for legal review before client signing. Sequential role order enforces the process.
Renewals
Upcoming renewals go out as a scheduled bulk send. Track which customers have signed and which need a nudge in one dashboard view.
Before and after EndorsedSign for sales
| Stage | Current state | With EndorsedSign |
|---|---|---|
| Prepare quote | Manual Word/PDF edit per deal | Template with pre-placed fields — send in under 2 minutes |
| Get signature | Email PDF, wait for scan or separate tool handoff | Signing link in first email, signed same session |
| Reminder | Manual follow-up email | Automatic reminder cadence — no calendar chasing |
| CRM update | Manual entry after receiving signed copy | Webhook fires on completion — CRM updated automatically |
| Locate signed copy | Search email or shared drive | Envelope search by customer or document name |
Common questions from sales teams
Pipeline view — quotes awaiting signature
Sales teams see exactly which deals are waiting on a customer signature and which have closed — in real time, without chasing email threads.
Set up a quote-to-signature workflow in your sandbox
We will load a quote template and configure a CRM webhook demo in your sandbox.