Header
Business name and contact information, quote number, and an expiration date so both parties reference the same offer and time-limited pricing.
A clear quote form standardizes scope, protects both parties, speeds approvals, and provides an auditable record that supports invoicing and dispute resolution.
Typical users include production managers, sales representatives, procurement officers, and clients approving artwork and costs.
| Field | Configuration | Field Name | Setting |
|---|---|
| Artwork Upload | Required field | Accept PDF, PSD, AI up to 50MB |
| Quantity Price Breaks | Configurable table | Auto-calc totals |
| Approval Order | Sequential routing | Sales → Client → Production |
| Notifications | Email + SMS options | Alerts on signer action |
Ensure the eSignature provider supports PDF, DOCX, and common image formats and integrates with your storage and CRM systems.
Business name and contact information, quote number, and an expiration date so both parties reference the same offer and time-limited pricing.
Line items showing unit price, quantity, setup, rush fees, and extended totals, with clear quantity price-breaks and tax or shipping logic.
Explicit artwork requirements, color separations, placement diagrams, accepted file formats, and any shop-prep assumptions that affect cost.
Estimated production and delivery windows, milestones for approval and proofing, and any dependencies that may change the schedule.
Accepted payment methods, deposit requirements, payment deadlines, and shipping terms including carrier and responsibility for freight.
Cancellation and rework policies, warranty or quality terms, acceptance language, and a signature block with date and printed name.
Export a signed, software-locked PDF/A copy for long-term preservation and consistent rendering across devices.
Keep an editable version for internal recordkeeping but do not use an editable copy as the executed record.
Store signed files in secure cloud folders with version history and restricted access.
Send the signed PDF to all parties and retain a copy in your email system as part of the transaction record.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes (Business Premium) | Varied paid tiers | Varied paid tiers | Varied paid tiers | Limited |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |
A local printer uses a standard quote form to capture artwork and size breakdowns
An event planner requests a bulk run and requires signed acceptance of lead times