Signature circuit

A signature circuit lets several people sign the same quote. You decide who signs, in which order, and who only needs to read it. Hyperline invites each signer when their turn comes, tracks every signature, and marks the quote as signed once the last signature is collected.

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How it works

A circuit is made of steps:

• Signers in the same step can sign in any order, at the same time.
• Steps run one after the other: the next step opens only when everyone in the current step has signed.
• A step can end with a countersignature from someone in your team.

Next to the signers, you can add viewers: people who receive the quote and can open it, but never sign.

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Set up the signers

You can configure signers from the quote editor, with Configure signers in the signature block, or from the quote details page, with Edit in the Signers section.

1. In the first step, enter the signer’s first name, last name and email.
2. Click Add signer to add another person to the same step.
3. Click Add step to add a step that opens once the previous one is fully signed.
4. Drag and drop steps to reorder them.
5. Click Save changes.

A few rules apply:

• Each email address can appear only once on a quote, either as a signer or as a viewer.
• The circuit needs at least one customer signer. A countersignature always comes after a step with at least one signer.
• Each step needs at least one signer or a countersignature.

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Add a countersignature

A countersignature closes a step with a signature from your team, once every signer of that step has signed.

1. In the step, turn on Add countersignature.
2. Select one or more members of your team.
3. Click Save changes.

The countersignature becomes its own step, right after the step it closes.

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Use a default countersigner

In Quoting > Settings, you can turn on Countersigner and enter the name and email of a default countersigner, typically someone from your organization:

• On quotes sent without a signature circuit, it is added as the second signer.
• When you build a circuit, it is added as the last step, tagged Countersigner. You can remove it from a specific quote with Remove step.

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Choose how countersignatures are given

Countersignature mode, set under Countersigner in Quoting > Settings, controls what happens when a countersignature step is reached. It applies to every countersignature, including the team members you add to a circuit. A change of mode also applies to quotes already out for signature.

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Add viewers

Viewers receive the quote by email and can open and download it, but cannot sign or edit any details.

1. On the quote details page, click Edit in the Viewers section.
2. Enter an email address, then click Add viewer to add more.
3. Click Save changes.

You can add or remove viewers at any time until the quote is signed or voided. A viewer added after the quote was sent receives the quote by email.

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Choose who can open the quote

Each quote has a visibility that decides who can open its link: To change it, open the quote’s Actions and click Set visibility. You can switch at any time until the quote is signed or voided. New quotes use the Default visibility set in Quoting > Settings.

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Send the quote

Once the quote is finalized, click Send quote. The Send quote window shows who is emailed:

• Notified now: the viewers, and the signers of the first step that still needs signatures.
• Notified later: the signers of the next steps. Hyperline emails each of them automatically when their step opens.

You can add an optional custom message. Clicking Send quote again later only emails people who have not been notified yet. You can also click Publish quote to make the quote available without sending any email, and share its link yourself.

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What signers see

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Confirming their email

When a signer opens the quote, they confirm their email address first:

1. They enter the email address the quote was sent to, and click Send code.
2. They receive a 6-digit access code by email, valid for 10 minutes.
3. They enter the code to open the quote.

Once confirmed, they stay recognized for 24 hours. After 5 wrong codes, they need to wait 15 minutes before trying again. On a Public quote, anyone can read the quote without a code: signers confirm their email only when they click Sign quote.

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Signing

Only the signers of the current step can sign. On the quote page, the signature block shows a Sign quote button for the current step, and every other signer as Pending signature. With Hyperline Signature or Yousign:

1. The signer clicks Sign quote and reviews the final document.
2. If they confirmed their email less than 30 minutes ago, they sign right away.
3. Otherwise, they click Start signature and enter the 4-digit verification code sent to their email.

With DocuSign, the signer signs in DocuSign’s signing screen, embedded in the quote page. After signing, the signer sees Signature recorded and how many other signers are still expected. Once the last signature is collected, the quote page shows the names of everyone who signed.

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Track progress

On the quote details page, the Signers section lists every signer in signing order with their status, and the Viewers section shows whether each viewer was notified. The quote itself moves through these statuses:

• Pending signature once it is sent or published.
• Partially signed once at least one signer has signed. Your customers still see Pending signature.
• Signed once the last signature is collected. The quote then follows its usual post-signature process, such as activating the subscription.

The History section lists each signature, for example “Signed by Jane Doe” or “Countersigned automatically by John Smith”. With electronic signature, the Audit trail of the signature is available in the Additional documents section once the quote is signed.

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Change the circuit after sending

Once a signer starts signing with electronic signature, the signature request exists at the provider and the signers are locked. To change them, edit the quote: this starts a new signature circuit, and the signatures collected so far are discarded.

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For developers

• The quote.signed webhook is sent once the last signature is collected, not after each signature.
• The API reports a partially signed quote as pending_signature.

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