What is a quoting program and how does airSlate SignNow's quoting program work?

A quoting program is a tool that helps businesses generate, send, and manage quotes digitally. airSlate SignNow's quoting program allows users to create customizable quotes that can be eSigned, streamlining the sales process and ensuring faster approvals.

What features are included in the airSlate SignNow quoting program?

The airSlate SignNow quoting program includes features like customizable templates, automated workflows, and real-time tracking. Users can easily send documents for eSignature and monitor their status, making quote management more efficient.

How does the pricing for airSlate SignNow's quoting program compare to other solutions?

airSlate SignNow offers a competitive pricing structure for its quoting program, making it accessible for businesses of all sizes. With various plans available, companies can choose a package that fits their budget and needs without sacrificing functionality.

Can the quoting program integrate with other tools and software?

Yes, airSlate SignNow’s quoting program is designed to integrate seamlessly with various CRM systems, project management tools, and other essential business software. This allows users to automate their workflows and manage quotes more effectively.

What benefits can businesses expect from using airSlate SignNow’s quoting program?

By using airSlate SignNow's quoting program, businesses can expect increased efficiency and reduced turnaround time for quotes. The program also enhances accuracy, minimizes paperwork, and improves the overall customer experience, leading to higher conversion rates.

Is it easy to create and customize quotes using the quoting program?

Absolutely! airSlate SignNow's quoting program provides an intuitive interface that makes it easy for users to create and customize quotes. With drag-and-drop functionality and pre-built templates, even those without technical skills can design professional-looking quotes.

How can I ensure the security of my documents in the quoting program?

airSlate SignNow prioritizes security, employing advanced encryption protocols to protect your documents within the quoting program. Additionally, features such as two-factor authentication and audit trails further safeguard your sensitive information.

Electronic Signature
Features
The quoting software
Quoting Program for Cost-Effective eSignatures

Quoting Program for Secure eSignatures

Empower your business with airSlate SignNow's easy-to-use and cost-effective solutions for sending and eSigning documents. Streamline your workflows and enhance productivity today.

See how it works!Click here to sign a sample doc

Award-winning eSignature solution

What a quoting program does and how it integrates with eSignatures

A quoting program is a structured digital process that standardizes the creation, review, and issuance of price quotes and associated terms. It typically includes reusable templates, configurable pricing fields, approval workflows, and version control to ensure consistency across sales and procurement teams. When paired with an eSignature solution such as signNow, the quoting program can capture consent, attach signed documents to customer records, and maintain a secure, timestamped audit trail for each quote exchange to support operational controls and recordkeeping.

Why organizations adopt a quoting program

A quoting program centralizes templates, approvals, and signatures to reduce turnaround time and errors. It helps standardize pricing, improves traceability for audit purposes, and supports compliance with U.S. e-signature laws without adding manual administrative steps.

Common challenges a quoting program addresses

Template fragmentation across teams causes inconsistent pricing and manual reconciliation, increasing risk of disputes.
Slow, manual approval routing delays customer responses and extends sales cycles unnecessarily.
Insecure PDF exchanges or printed signatures reduce auditability and complicate document retention practices.
Absence of integrated controls makes it hard to demonstrate compliance during regulatory or internal reviews.

Representative user profiles for quoting program workflows

Commercial Sales Rep

A sales representative uses the quoting program to assemble customer-specific estimates from approved templates, apply permitted discounts, request manager approval when required, and obtain customer signatures. The workflow reduces manual document assembly and provides immediate visibility into quote status for follow-up.

Procurement Manager

A procurement manager uses the program to review incoming supplier quotes or internal approvals, confirm pricing approvals, and sign off within established limits. Integrated audit logs and version control support post-approval reconciliation and contract recordkeeping responsibilities.

Teams and roles that rely on quoting programs

Sales, procurement, legal, and operations teams commonly use a quoting program to reduce errors and speed approvals.

Sales representatives generating customer-specific quotes and tracking acceptance status.
Procurement managers reviewing discounts, approvals, and supplier terms before commitment.
Legal and compliance teams validating contractual language and maintaining signed records.

Cross-functional adoption ensures price governance and a single source of truth for quote-related documents across an organization.

Expanded features to support larger quoting operations

Additional capabilities help scale quoting programs across enterprise teams and integrate with broader systems.

Bulk Send

Send identical quotes to many recipients at once, each receiving a distinct, trackable copy for signature and recordkeeping.

API Access

Programmatically generate quotes from CRM or ERP systems, pushing documents into the quoting system with prefilled fields and metadata.

Conditional Fields

Show or hide sections based on selections to simplify forms and ensure only relevant terms are presented to the customer.

Template Variables

Use dynamic tokens for customer and product data to reduce manual entry and preserve consistency across documents.

Role Permissions

Assign read, edit, and approval rights to users to protect sensitive pricing and prevent unauthorized changes.

Document Retention

Automate archival and deletion schedules to comply with recordkeeping and corporate retention requirements.

be ready to get more

Choose a better solution

Core quoting program capabilities to prioritize

Key features streamline quote generation, enforce pricing policy, and tie signatures to final accepted offers for reliable recordkeeping.

Template Library

Maintain standardized templates with placeholders for pricing, line items, and legal language so teams create consistent quotes quickly while preserving required contract terms and disclosure statements.

Approval Workflows

Configure multi-step approval routing with conditional logic based on discount levels or deal size, enabling automated escalation paths and recorded approver decisions for compliance purposes.

Pricing Rules

Implement configurable price lists, discount caps, and formula-based calculations to reduce manual errors and enforce approved pricing structures across products and regions.

eSignature Integration

Embed signing fields directly into quotes and capture legally valid signatures with an audit trail and time stamps so accepted offers are preserved as enforceable records.

How an online quoting program functions end to end

An online quoting program automates data entry, validation, approvals, and signature capture to accelerate quote acceptance.

Assemble quote: Select template and populate customer data
Validate details: Apply pricing rules and business validations
Route approvals: Send to approvers based on thresholds
Capture signature: Deliver to signer and record acceptance

Collect signatures

24x

faster

Reduce costs by

$30

per document

Save up to

40h

per employee / month

Quick start: Configure a quoting program

Follow these four core steps to set up a basic quoting program that integrates templates, approvals, and signatures.

01

Create templates: Define reusable pricing and terms templates
02

Set pricing rules: Configure discounts, tiers, and conditional fields
03

Define approvals: Map approvers and routing logic
04

Enable eSignature: Attach signing fields and capture signatures

Audit trail steps for quoting program transactions

Maintain a clear sequence of logged events for each quote to support compliance and dispute resolution.

01

Generate quote:

Record template and initiating user

02

Edit events:

Log field-level changes with timestamps

03

Route approvals:

Capture approver identities and times

04

Send for signature:

Log delivery method and recipient

05

Capture signature:

Record signer authentication and timestamp

06

Archive:

Store document and audit bundle securely

be ready to get more

Why choose airSlate SignNow

Free 7-day trial. Choose the plan you need and try it risk-free.
Honest pricing for full-featured plans. airSlate SignNow offers subscription plans with no overages or hidden fees at renewal.
Enterprise-grade security. airSlate SignNow helps you comply with global security standards.

Start free trial

Recommended workflow configuration for quoting program automation

Standard workflow settings help enforce approvals, reminders, and signature capture with predictable behavior.

Setting Name	Configuration
Reminder Frequency	48 hours
Approval Routing Mode	Sequential
Signature Capture Method	Embedded eSignature
Template Access Scope	Team-restricted
Retention Policy	7 years

Supported platforms for quoting program access and signing

Quoting programs and integrated eSignature tools support access across common desktop and mobile platforms, ensuring signer convenience.

Desktop browsers: Chrome, Edge, Safari
Mobile devices: iOS and Android
Minimum browser versions: Recent two major versions

Ensure users run supported browser versions, enable JavaScript, and keep mobile apps updated; for regulated transactions, apply stronger signer authentication and device monitoring to align with corporate security policies.

Security controls relevant to quoting program documents

Encryption in transit: TLS 1.2+ for data transmission

Encryption at rest: AES-256 storage encryption

Access controls: Role-based access policies

Multi-factor authentication: Optional MFA for signers

Immutable audit logs: Timestamped activity records

Document watermarking: Custom PDF watermarking

Industry examples of quoting program use

Real-world implementations show how a quoting program reduces manual steps and preserves signed evidence in regulated environments.

SaaS Sales

A mid-sized SaaS vendor standardized quote templates and automated approval assignments to eliminate inconsistent discounting across regional teams.

Centralized templates enforced guardrails.
Reduced pricing errors and manual rework.

Resulting in faster quote-to-cash cycles, improved sales forecast accuracy, and auditable signed agreements retained for compliance and revenue recognition.

Medical Supplies

A distributor implemented structured quoting with embedded approval routing to ensure clinical and procurement sign-off for discounted orders.

Integrated approval checks validated discount thresholds.
Improved traceability of approvals for regulated items.

Resulting in clearer audit trails and documented consent, which supported HIPAA-conscious handling of customer records and supplier contract reviews.

Best practices for secure and accurate quoting program operation

Adopt controls and documentation standards to ensure quotes are accurate, auditable, and legally valid when signed.

Maintain a single template repository for quotes

Centralize templates with versioning and change controls so each quote originates from an approved source, reducing inconsistencies and simplifying audits or post-signature reviews.

Limit discounting through role-based approvals

Enforce discount thresholds with required approver roles and documented sign-offs to prevent unauthorized concessions and maintain margin integrity across sales teams.

Log every action with immutable audit trails

Capture who changed or approved content, when actions occurred, and the IP or device context to provide verifiable evidence for legal or regulatory inquiries.

Archive signed quotes under retention policies

Apply retention schedules that meet business and compliance needs, ensuring signed documents remain retrievable and protected for the required statutory periods.

Connect airSlate SignNow to your apps

Check out airSlate SignNow integrations

Data accuracy, security, and compliance

airSlate SignNow is committed to protecting your sensitive information by complying with global industry-specific

Learn more about security

FAQs About quoting program

Common questions and practical fixes for deployment, signature capture, and compliance when using a quoting program.

Why was my signature rejected by the system?
Signatures may be rejected when required fields are incomplete, signer authentication settings are not met, or document permissions prevent finalization. Verify required field completion, confirm the chosen authentication method, and ensure the signer has correct access before resending.
How do I correct a signed quote with an error?
If a signed quote contains an error, create an amendment or replacement quote instead of altering the signed document. Record the change, route approvals as required, and retain both the original and corrected signed documents for audit and legal clarity.
What authentication methods are acceptable for legal enforceability?
U.S. e-signature laws accept a variety of authentication measures; common approaches include email authentication, SMS OTP, and knowledge-based verification. Choose a method that balances signer convenience with the level of identity assurance required for the transaction.
Why isn’t my approval routing following the defined path?
Routing failures usually stem from misconfigured approver roles, conditional rules, or inactive user accounts. Check routing conditions, confirm approver assignments, and ensure accounts are active and have necessary permissions before reissuing the document.
How long should I retain signed quotes?
Retention periods depend on business, contractual, and regulatory needs; common practice ranges from three to seven years. Apply a retention policy consistent with finance, legal, and records management requirements, and ensure secure archival with access controls.
Can I demonstrate chain of custody for a signed quote?
Yes. Use an eSignature platform that records an immutable audit trail with timestamps, IP addresses, and signer details. Preserve the audit log along with the signed document to support legal admissibility and internal investigations.

Feature availability comparison for quoting program integrations

Compare core capabilities across platforms that organizations commonly evaluate for quoting and signature workflows.

Feature / Criteria	signNow (Featured)	DocuSign	Adobe Sign
ESIGN / UETA compliant
Bulk Send capability
API access for automation
BAA for HIPAA	Available	Available	Available

be ready to get more

Get legally-binding signatures now!

Start your free trial

Operational risks if quoting programs are unmanaged

Contract disputes: Lost revenue

Regulatory exposure: Civil penalties

Data breaches: Customer data loss

Audit failures: Noncompliance findings

Reputational harm: Customer mistrust

Operational delays: Longer sales cycles

Entry plan and capability snapshot for common eSignature providers

A concise comparison of entry plan names and basic capabilities to assist procurement and technical evaluation.

Metric	signNow (Featured)	DocuSign	Adobe Sign	Dropbox Sign	PandaDoc
Entry-level plan name	Business	Personal	Individual	Individual	Essentials
Free trial availability	Yes	Yes	Yes	Yes	Yes
API access included	Available	Available	Available	Available	Available
Templates included	Yes	Yes	Yes	Yes	Yes
Typical starting price	Starts at $8 per user/mo	Starts at $10 per user/mo	Starts at $9.99 per user/mo	Starts at $15 per user/mo	Starts at $19 per user/mo

Explore Advanced Features

be ready to get more

Get legally-binding signatures now!

Start free trial