Electronic quote sending and e-signature collection

Purpose

1. Streamline the generation, delivery, and electronic signing of anodizing service quotes to minimize cycle time and manual effort.

2. Ensure traceable, audit-ready signed agreements for each quoting transaction.

3. Enhance the customer experience with rapid, digital quote communication and secure e-signature workflows.

4. Integrate quoting and signature data back into CRM and ERP systems to enable automated follow-up, tracking, and reporting.

Trigger Conditions

1. New quote request submitted via web, CRM, or email.

2. Internal approval of proposal triggers quote dispatch.

3. Customer interaction with prior quotes (e.g., request for revision) initiates new quote generation.

4. Scheduled batch preparation of quotes for recurring clients.

Platform Variants

1. DocuSign

• API: Envelopes:create – Generate envelope, send quote for e-signature.
  
• Feature: Template selection, recipient prefill.
  

2. Adobe Sign

• API: POST /agreements – Upload quote document, request signature.
  
• Feature: Automatic email notifications, signer reminders.
  

3. HelloSign

• Endpoint: /signature_request/send – Email annotated PDF for signing.
  
• Feature: Custom branding, signer order definition.
  

4. PandaDoc

• API: POST /documents/send – Assemble quote, dispatch for signature.
  
• Feature: Data merge from CRM fields.
  

5. SignNow

• API: POST /document – Upload, send for signature.
  
• Feature: Roles assignment for signers.
  

6. Zoho Sign

• API: createTemplateRequest, sendDocument – Use quoting template, send.
  
• Feature: CRM integration, auto-reminders.
  

7. Sertifi

• API: POST /api/v1/Envelopes – Dispatch quote, require e-signature.
  
• Feature: Real-time status tracking.
  

8. Formstack Sign

• Endpoint: POST /document – Initiate quote for signature.
  
• Feature: Bulk send, audit trail.
  

9. RightSignature

• API: POST /public/v1/documents – Create/sign quote.
  
• Feature: KBA authentication.
  

10. SignEasy

• API: POST /v1/sign_request – Send to client for e-signature.
  
• Feature: In-person and remote sign flows.
  

11. OneSpan Sign

• Endpoint: /api/packages – Pack and send quote envelope.
  
• Feature: Multi-doc package support.
  

12. SignRequest

• API: POST /api/v1/signrequest – Dispatch quote doc.
  
• Feature: Webhook notifications.
  

13. eversign

• API: /api/document – Create & send for signing.
  
• Feature: Signing order & document fields mapping.
  

14. Jotform Sign

• API: /sign_documents – Send custom quote template to signers.
  
• Feature: Conditional logic for signer workflow.
  

15. Foxit eSign

• Endpoint: /api/v2.0/document – Trigger quote sending.
  
• Feature: Automatic reminders.
  

16. KeepSolid Sign

• API: /api/GetDocument, /api/SendDocument – Share quote, monitor signing.
  
• Feature: Document versioning.
  

17. Nitro Sign

• API: /api/createDocument – Send anodizing service quote for signing.
  
• Feature: Real-time completion alerts.
  

18. Concord

• API: POST /contracts – Automated quote submission and sign request.
  
• Feature: Advanced redlining.
  

19. Signable

• Endpoint: POST /v1/documents – Quote sent for remote signature.
  
• Feature: Document expiry control.
  

20. Scrive

• API: /document – Deliver quote, gather e-signature.
  
• Feature: SMS/email dispatch options.
  

Benefits

1. Reduces manual steps for anodizing quote lifecycle, prevents error.

2. Accelerates client responses, boosting quote approval rates.

3. Enables centralized tracking and compliance for all signed documents.

4. Facilitates smooth handover to production and invoicing systems with accurate data.

5. Improves customer satisfaction with digital, responsive experience.