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Quote signature · Customer portal · Follow-up & reminders

La signing of quotes
frictionless, with relaunch.

Sending a quote is good. Getting it signed quickly is what makes all the difference. With Djaboo, your client opens the quote from their account, accepts it, signs it, and you move forward. You keep track, you see where there are roadblocks, and you avoid those "I'll send it back" delays that drag on for two weeks.

✓ Online signature on the customer side
✓ Clear status: sent, opened, signed
✓ Logical next step: invoice & payment
your-business.djaboo.app — Quote signature

Quote to be signed — Customer preview

Quote DEV-2026-019
Mission: Website redesign · Validity: 30 days
Pending
Client
Volta Agency
contact@agencevolta.fr
Amount
7 800€
Total Price
Send
Customer email forwarded
Open
Read this morning
Signature
To do now
Open
Status
1 click
Signature
Traceable
Preuve
Timely relaunch
when it's open but not signed
Fewer back-and-forth trips
The sale is progressing, period.
Trusted by
Tcheel Florine Kap Success SCULD Cyber ​​vulnerability Vox Smartidoo 3D Emergency Dom.com GDBM Lucile Paye Airexbook Nesterapie Calyans Yippee Domini The Agency Tcheel Florine Kap Success SCULD Cyber ​​vulnerability Vox Smartidoo 3D Emergency Dom.com GDBM Lucile Paye Airexbook Nesterapie Calyans Yippee Domini The Agency
The real reason for the delayed quotes

An unsigned quote rarely means "the client isn't interested".

Most of the time, it's just a minor issue. A PDF lost in an email thread. A decision-maker who needs approval. A question left unanswered. A follow-up sent too early or too late. And all the while, your schedule gets stuck, your cash flow hangs in the balance, and you find yourself chasing after a signature instead of doing your job.

The quote is “in the inbox”
You don't know if he's been seen, or by whom. You're either following up blindly, or waiting too long.
Too much back and forth
“Can you send it back to me?” “Do you have the updated version?” The signature becomes a mini-project.
Several decision-makers
The initial contact is not the one who signs. Without a straightforward process, things stagnate.
The relaunch was “at the wrong time”
Without a signal, we only restart when we think of it. And we lose energy, or the opportunity.
A simple signing process

The client reads, accepts, signs. You move on.

Signing quotes shouldn't be a major issue in your week. At Djaboo, everything is designed to streamline the process. You send the quote, the client opens it in their account, and then they sign. You get clear proof of agreement and move on to the next steps: execution, invoicing, and payment.

  • A single link on the client side: reading + signing in the same place.
  • Statuses that can be read in one second (sent, opened, signed, expired).
  • Less "retransmission": the correct version is always accessible.
  • Traceability: the signature is recorded with the date and relevant information.

And if you work as a team (agency, firm, small business), everyone sees the same information. No need to ask, "Did you follow up?" or "What's the status?" The deal is no longer in someone's head; it's in your tool.

Discover how to manage your quote
Signature tracking · Quote DEV-2026-019
Activity log
Real-time update
Quote sent
Email sent to the client
09:12
Open quote
The client reviewed the quote
10:03
Sign
Signature recorded, agreement validated
10:07
0
Re-entered
1
Course
OK
Preuve
Concrete results

Signing quotes becomes a “normal” step

The goal isn't to add another layer. The goal is to eliminate friction. When the signature is simple for the client and easy for you to understand, you win on all fronts: tracking, timing, organization, and cash flow.

Less time wasted
You're no longer looking for the "right version." Neither is the client. The signature is placed on the correct document, in the correct location.
A clear proof of agreement
When a quote is signed, you keep a clean record: it's useful internally, and reassuring if a question arises later.
Better planning
Signed = you can proceed. Not signed = you know you don't have the green light. Your schedule becomes more reliable.
Cash that arrives more cleanly
A confirmed sale moves more quickly to the next stage. Fewer gaps in the quote → invoice → payment chain.

And there's a pleasant side effect: you follow up less "just for the sake of following up." You follow up because you have a useful signal (sent but not opened, opened but not signed, signed but not yet invoiced). This changes your tone, your timing, and the client's perception.

One tool instead of 6

Signing quotes doesn't exist "alongside" your business

If you manage your leads in one tool, your quotes in another, your signatures elsewhere, and then your invoicing in yet another, you're paying the price in terms of organization. Djaboo connects these steps, so everything moves forward without re-entry or oversights.

From CRM to signature, without a break

It all starts with the right context: the client, the opportunity, the history.

In real life, a quote is never “just a document.” It’s tied to a discussion, a budget constraint, a deadline, and often a series of decisions. With Djaboo, quote signing is based on the client’s context, which avoids minor errors: wrong recipient, outdated version, forgotten follow-up, or missing document.

  • The quote is linked to the client and your sales follow-up.
  • You can retrieve the history without having to search through emails.
  • You then proceed to invoice and payment, without copy-pasting.
  • Everything is hosted securely, with access control and traceability.

And if your business involves more formal commitments, you can also sign contractual documents in the same spirit: a simple process, clear proof, legible monitoring.

Discover the signing contracts
Customer area · Documents to validate
Documents
Customer view
Quote DEV-2026-019
To be signed · Total amount displayed
To be confirmed
Read more
Sign
History
Final action: opening the quote.
Next step: signing.
Help
The customer can ask a question and come back to sign later, without losing the connection.
Fewer emails
When the quote and the signature are in the same place, the conversation is simpler. You avoid attachments, different versions, and the "I can't find it" excuse.

This point is important: the signature is not an “end.” It’s a step. You want to be able to move from “yes” to execution, then to invoicing, without wasting a day re-entering, renaming, filing, and resending. Djaboo is designed for this: fewer tools, fewer oversights, more visibility.

Who is the game for?

Simple cases, “real” cases, and the same result

Whether you're selling a one-off service, recurring support, a multi-stage project, or a service with options, the quote signing process should remain seamless. Here's how that translates into day-to-day practice.

Freelancers
You want to avoid vague "OK by email" agreements. A signed quote, a project that starts, and an invoice that follows without stress.
Agencies
Multiple contacts, multiple approvals. You maintain a clear process and know exactly where there are obstacles.
VSE/SME
When several people are involved in a sale, the signature must be visible to everyone. Otherwise, it gets lost in the exchanges.
Packaged services
Options, variants, packages. You send a clear quote, the client chooses, signs, and you finalize the agreement.

In all cases, the goal is the same: to reduce the distance between "I'm interested" and "it's signed." And above all, to make that distance measurable: you can see if it's open, if it's progressing, or if it's stalled. You no longer manage your sales "by intuition," but with simple signals.

F.A.Q

Everything you need to know before signing

This section is intentionally detailed. Because in real life, your prospects (and your clients) have questions. And that's normal: a quote is a commitment. The right answer isn't "trust us." The right answer is a clear process and simple information.

What exactly does signing quotes entail?
This is the moment your client formally approves your proposal. With Djaboo, it's not a complicated process: the client reviews the quote online, then accepts and signs. You get clear confirmation, and you avoid vague agreements or "okay, let's go" messages lost in emails. In a small business, this is often the difference between a deal that starts on Monday and one that slips to "next week."
Is it safe?
Yes, the idea is simple: protect your documents, protect access, and keep a record. Djaboo is a SaaS platform with secure hosting and access controls to prevent your quotes from circulating indiscriminately. And in terms of proof, you'll find all the necessary information (date, traceability details) to avoid unnecessary disputes. The goal isn't to add a barrier; it's to secure your processes without slowing you down.
How can I know if my quote has been viewed?
Instead of waiting and checking your inbox, you monitor the quote's status. The goal isn't to "spy," it's to follow up intelligently. An unopened quote doesn't receive the same follow-up as one that's been read three times. With simple status updates, you can tailor your message and stop wasting time on unnecessary follow-ups.
What if the client requests a modification before signing?
It's common, and it's normal. The important question is: how do you keep it clean? You avoid having versions floating around in attachments. The healthiest approach is to maintain a clear, up-to-date proposal, followed by validation of the final version. You gain clarity and avoid misunderstandings.
After the signing, what's the next step?
Where many tools stop, Djaboo continues. A signature is the green light. Then you have to deliver, invoice, collect payment, and follow up if necessary. The advantage of an all-in-one tool is that it prevents disruption: you stay in the same environment, with the same client, the same history. And above all, you avoid re-entering data that generates errors (amount, dates, conditions).
What if several people need to approve it?
This is a common situation in SMEs, associations, and even some agencies. The goal isn't to complicate things. The goal is to maintain a clear and straightforward process. When the quote is accessible in a dedicated space, internal client approval is simpler: "here's the link, here's the proposal," and then the final agreement is signed. For your part, you avoid fragmented exchanges between three different people.
Signing quotes, finally simple

Go from “I’ll send it to you” to “it’s signed”
without expending your energy on it.

Djaboo helps you send, track, and get your quotes signed in a clear process. Clients sign faster. You can see where there's a problem. And you can move on to the next step without re-entering information.

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5 / 5 - (562 votes)