How to send a quote with e-signature in HelloGrowthCRM
Send quotes for legally-binding e-signature. Aadhaar e-Sign for India, plus DocuSign and HelloSign global.
What this guide helps you do
Follow this article when you want a focused, step-by-step path to complete the task without digging through menus.
Need a broader overview first?
Go back to the Commerce & Payments section to browse more guides, compare related tasks, and choose a better starting point.
View all Commerce & Payments guidesE-signed quotes legally binding under IT Act 2000 (Aadhaar e-Sign), US ESIGN Act, EU eIDAS.
How to use this guide
Read the intro to confirm this is the right workflow, complete the steps in order, then review the common issues and related articles if your setup behaves differently from the standard path.
What you'll need
- •Pro tier or above
- •E-sign provider connected
- •Aadhaar of signatories (Aadhaar e-Sign)
- •10-15 minutes
- 1
Connect e-sign provider
Settings → Integrations → e-Signature → pick provider → OAuth.
- 2
Configure Aadhaar e-Sign
India: NSDL or eMudhra. KYC required.
- 3
Build proposal with signature block
Add signature block with party names.
- 4
Send for signature
Pick flow: signer 1 (customer) → signer 2 (you), or parallel.
- 5
Customer signs
Receives email/WhatsApp link. Reviews → enters Aadhaar/DocuSign → OTP → signs.
- 6
You countersign
Notification fires. Sign with your auth.
- 7
Final PDF
Both signatures embedded. Audit trail (timestamp, IP, OTP hash).
- 8
Status tracking
Pending / Signed-by-customer / Signed-by-you / Complete.
- 9
Audit trail
Every action logged. Legally admissible.
- 10
Auto-deal advance
On full sign, auto-advance to Closed Won.
Frequently asked questions
Legal validity in India?▾
Aadhaar e-Sign legally binding under IT Act 2000.
Without Aadhaar?▾
DocuSign or HelloSign work — both binding under IT Act 2000.
International customers?▾
Default DocuSign.
Countersign on mobile?▾
Yes — fully responsive.
Cost?▾
₹15 per Aadhaar sign; ~$3 DocuSign; ~$2 HelloSign.
Multi-party signing?▾
Yes — sequential or parallel. Up to 10 signers.
Related articles
See it in product
Try it yourself
Start a 14-day free trial of HelloGrowthCRM — no credit card required. You'll have everything you need to follow this guide.
Still need help?
If this article does not match your account setup, rollout stage, or edge case, review more guides in Commerce & Payments or contact our team for direct help.
Harnish leads engineering at HelloGrowthCRM. He focuses on CRM architecture, AI agents, and integrations across calling, messaging, and revenue systems.
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