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Sign a Quote: How to Confirm a Signed Quote in PSOhub

Learn how to confirm a signed quote in PSOhub, whether your customer signed a PDF or a digital link

Published: 1 June 2026

Audience

  • Admin

  • Controller

  • Project Manager

  • Sales Rep

Objective

This article explains how to confirm a signed quote in PSOhub. It covers two signing methods: confirming a manually signed PDF returned by your customer, and the digital signing flow when a customer signs via a published link.

Prerequisites

Eligible Access
        You must have Admin, Controller, Project Manager, or Sales Rep access in PSOhub.

Submitted Quote
        The quote must be at Submitted stage.

Customer Has Accepted the Quote
        The customer must have confirmed their acceptance of the quote.

Sign a PDF PSOhub Quote

Steps

Use this method when your customer has received the quote as a PDF, signed it manually, and returned it to the sales rep, for example, with a handwritten signature or via a PO number confirmation.

  1. Open the quote in PSOhub.
  2. Click the Sign button. A confirmation dialog appears.
  3. Click Proceed. The quote status updates to Signed. PSOhub automatically creates a new project containing all the details from the quote.

Sign A Digital Link Quote

Steps

Use this method when your customer has received the quote as a published link and signs it digitally in their browser.

  1. The customer opens the quote link and clicks Sign.

  2. A signature panel appears. The Name field is pre-populated with the quote contact person's name. The customer completes their role and signature.

  3. The customer clicks Sign to submit. 

  4. Back in PSOhub, the quote status in the Quotes list updates to Signed. The quote is read-only and can no longer be modified. 

📌 Note: The sales rep receives a confirmation email when the customer signs the quote.            The customer also has the option to save the signed quote as a PDF at this point.

 ⚠️ Important: PSOhub automatically creates a project from the signed quote. The                         project stage on creation is determined by your Quote settings. 

Result

The quote is marked as Signed and a project is automatically created in PSOhub with all the details carried over from the quote. The quote remains accessible from the project's right-hand pane via a direct link.

Next Steps

✅ Decline a quote
If the customer has decided not to proceed, learn how the decline flow works in PSOhub.
Decline a Quote: How to Decline a Quote in PSOhub

✅ Revoke a quote
If you need to withdraw the quote before the customer has signed, revoke it to return it to Draft.
Revoke a Quote: How to Withdraw a Submitted PSOhub Quote 

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