C06.01

Send the quote for signature

The job is sold and the quote is Approved. Getting a signature on it is a button in the Quotes report — and emailing the quote itself is something you do from your own mailbox, not from Creator.

Send an approved quote for e-signature from the Quotes report
Email the quote PDF yourself with the standard subject and body
Recognise the [SIGNED] email that starts the rest of the chain

Sending it for signature

01
Open the Quotes report
In the CPQ app, go to the Quote Pipeline report and find your quote by its Q-#### number.
02
Open the ⋯ menu on that row
The row menu at the end of the quote's line.
03
Click Send Quote for Signature
Reps have permission for this one. The request goes to the signer on the quote.
04
Email the PDF yourself
Creator does not send the quote to the customer for you. Attach the quote PDF in your own mailbox and use the copy-and-paste subject and body from the approval email — the subject format is "Maverick Quote #Q-#### | Project".
05
Watch for the signature
Within the hour of the customer signing, the system marks the Opportunity Signed and sends a [SIGNED] email that tells you to create the Order Brief.

Common problems

What you see	What to do
The ⋯ menu has no Send Quote for Signature	The quote is probably not Approved yet. Check its status — the action only appears on an approved quote.
The customer says they never got the quote	Creator does not email it. Check your own sent mail — sending the PDF is your step, not the system's.
No [SIGNED] email arrived	Signing can take up to an hour to come back. If the Opportunity is still not Signed after that, check the signature request status before re-sending.

Takeaways

Send Quote for Signature lives in the ⋯ menu on the Quotes report. Reps have permission for it.
Creator does not email the quote to the customer. You send the PDF from your own mailbox.
Within the hour of signing, the Opportunity flips to Signed and a [SIGNED] email tells you to create the Order Brief.