Quote signature

Hyperline natively offers a module where a customer reviews and formally accepts a quote by providing their digital signature. This action confirms their agreement to the terms, conditions, and pricing outlined in the quote, allowing the service or product subscription to commence as per the specified terms.

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Basic signature

This is the simplest form of signature offered by Hyperline. The signer simply needs to enter their name and tick a box to accept the quote (and any attachments). The basic signature doesn’t have probative value but is useful if you need a simple and easy-to-implement quote confirmation step.

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Electronic signature

Hyperline Signature allows your customer to sign the quote with probative value. It uses a secure electronic signature solution compliant with the eIDAS requirements. eIDAS is Regulation 910/2014 of the European Parliament and Council on electronic identification and trust services for electronic transactions in the internal market. The process is fully embedded into Hyperline and does not require additional configuration or implementation from you. For additional security, electronic signature requires a confirmation step with a verification code sent by email to the signer. Once the customer signs, an audit trail document is available on your quote details page. It provides proof of the legal signature’s validity in case of any event such as a customer dispute.

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Yousign & DocuSign

You can also use your own Yousign or DocuSign account to sign quotes. This is useful if you already have a Yousign or DocuSign account and want to use it to sign quotes. To use your own Yousign or DocuSign account, you need to connect it to your Hyperline account.

1. Go to Settings > Integrations
2. Click Yousign or DocuSign
3. Follow the instructions to connect your account
4. Update the signature provider to Yousign or DocuSign on the quotes settings page

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Countersigner

When using electronic signatures, you can enable a countersigner in Quoting > Settings. Specify a name and an email address, typically someone from your organization. Once configured, Hyperline adds this countersigner to future quotes, after the customer’s signature. With the default Automatic countersignature mode, Hyperline applies the countersignature with no action from your team. With Manual, the countersigner receives an email and signs the quote themselves. See how countersignatures are given. This setting applies only to quotes created after the change.

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One-off countersigner

If you need a countersigner for a single quote only, use the countersigner setting temporarily before creating that quote.

1. Go to Quoting > Settings
2. Enable Countersigner
3. Enter the countersigner name and email address
4. Create and send the quote that needs countersignature
5. Return to Quoting > Settings
6. Disable or remove the countersigner so future quotes use your usual signature flow

Because countersigner settings apply only to quotes created after you change the setting, this does not update quotes that already exist.

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External signature

You may prefer to manage the signature process yourself, not use the Hyperline quote public page, or have your customer sign a file manually. In that case, Hyperline offers an option to mark an existing quote as signed manually. In this flow, Hyperline is not responsible for the signature. However, using the Mark as signed action, you can flag the quote as signed and optionally upload the corresponding PDF file.

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Follow up on unsigned quotes

Configure quote reminders to email recipients who still need to sign. Delays are measured from each recipient’s first signature request.