Set up eSignature for quotes
eSignature lets your customers digitally sign quotes, so you don't collect signatures manually and quote acceptance moves faster. Once it's set up, customers receive a quote they can review and sign, and, depending on the acceptance method you choose, pay for in the same flow.
Why use eSignature
Without eSignature, accepting a quote is a manual round-trip: a rep exports the quote, emails it, and waits for the customer to print, sign, scan, and send it back, often followed by a separate payment step. Every handoff in that chain adds days to the deal and another chance for it to stall. It also leaves you without a consistent, timestamped record of who accepted and when.
eSignature removes those steps. The customer opens the quote from a link, reviews it, and signs in place. If you use the eSign method, they move straight into payment, so an accepted quote can activate without a second round-trip. The result is faster quote acceptance, fewer dropped deals, and a repeatable acceptance flow you set once instead of coordinating per deal.
eSign is for the person who will send quotes on behalf of your company. Sales reps who send quotes benefit from the setup but don't need to configure it.
Before you begin
- You need admin access to CPQ in your site.
Open the eSignature settings
- Go to Settings > Configure Chargebee.
- Open eSignature.
The eSignature page has two sections:
Configuration - This sets how acceptance works, whether customers sign, pay, or both, the format of the quote they receive, and the authorised authorised signatory shown on it.
Label - This sets the customer-facing text in the signing experience, such as the confirmation message shown after a customer signs.
Enable eSign for quotes
Before your customers can sign quotes, turn on the feature. In the Configuration section, turn on Enable eSign for quotes. The remaining configuration options apply only once this is on.
Set the customer acceptance method
The customer acceptance method sets the default acceptance flow reps get when they send a quote. In the Configuration section, select a value from the Customer Acceptance Method dropdown. This is the default method applied when a quote is sent.
| Method | What the customer does | When to use it |
|---|---|---|
| eSign and Pay | Signs the quote, then continues to payment in the same flow. | You expect payment at the point of acceptance and want the fastest path to activation. |
| eSign | Signs the quote only. Payment is handled separately. | The deal is invoiced later or billed on terms (for example, a PO or net terms). |
| Pay | Skips signing and goes directly to payment. | A signature isn't required to accept the quote. |
Set the quote format
The quote format sets the default format customers receive. You could choose between the formats below:
- Consolidated
- Detailed
Set the authorised signatory
The authorised signatory is the person shown on the quote as signing on behalf of your company. These details appear to customers on the quote they receive, so update them whenever your authorised representative changes.
- In the Configuration section, click Authorised signatory.
- Enter the authorised signatory details: First Name, Last Name, Designation (the job title, for example "Sales Manager"), and Email.
- Click Save.
Customize the Signature Completed message
The Label section customizes the user-facing text in the eSign experience. Signature Completed is the confirmation customers see after they sign.
- In the Label section, click the edit icon on Signature Completed.
- Enter your message: a Title (the headline on the completion screen, for example "Welcome to Chargebee") and a Description (the details shown after signing, for example "Thank you for signing. Your subscription will activate immediately").
- Click Update.
To revert to Chargebee's default text, click Restore To Default.
Next steps:
With eSignature set up, you can:
- Send a quote to a customer for acceptance — send quotes with eSignature enabled.
- Convert a quote to a subscription — turn accepted quotes into active subscriptions.
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