Public Estimate Signing Session
Help recipients sign an estimate, review signer status, attachments, and the resulting invoice link.
The public estimate signing page lets a recipient review an estimate and add a required signature without signing in to Agiled.
Use this page when an estimate requires one or more signatures before the customer can complete approval.
What The Recipient Sees
The signing page can show:
- estimate number;
- pending or signed status for the current recipient;
- signer name and email;
- read-only estimate preview;
- signature areas assigned to the current signer;
- attachments;
- certificate download after all signatures are complete;
- invoice link when signing creates or opens the next billing step.
The page is token-based. Send the signing link only to the intended recipient.
Before Sending A Signing Link
Before sending, confirm:
- the estimate is ready for customer review;
- signer name and email are correct;
- signature fields are assigned to the right people;
- line items, taxes, discounts, and total are correct;
- attachments are safe to share;
- the estimate expiration date is still valid;
- the public link opens in a private browser window.
If several people must sign, confirm the signing order and completion rule your team expects before sending links.
Recipient Signing Steps
- Open the signing link.
- Review the estimate and attachments.
- Confirm the signing identity shown in the header.
- Add the signature where prompted.
- Submit the signature.
- Wait for the signed confirmation or next-step link.
If the page shows the recipient as already signed, they should not sign again.
After A Recipient Signs
After signing, return to the internal estimate record and confirm signature status. If all required signers are complete, check whether a certificate is available and whether an invoice was created or linked.
Do not treat the estimate as complete until both the estimate status and signer status match your process.
Troubleshooting
If a recipient cannot sign, check that the token was copied correctly, the estimate still exists, the signer has not already signed, and the estimate has not expired or been replaced by a newer version.
If the wrong person opened the link, resend the correct signer link and review whether the old link should be revoked or the signer assignment corrected.