Sharing a Quote: Preview, Export, and E-Sign
Preview the quote document, export it as PDF / Word / Excel / PowerPoint, or send it for electronic signature via OneFlow or Visma Sign.
Audience: salespeople moving a quote out of Draft and in front of a customer. Scope: the three customer-facing actions on a quote — Preview, Export, and Send to eSign. See also: The Quote Lifecycle: from Draft to Closed.
1. The three actions
The top-right of any quote view has three buttons:
- Preview — see the rendered quote document as the customer will see it. Doesn’t change the quote’s lifecycle stage.
- Send to eSign — package the quote for electronic signature via OneFlow or Visma Sign and send it to the customer.
- Export — download the quote document as a file (PDF, Word, Excel, or PowerPoint).
You’ll typically use Preview first, then Export or Send to eSign depending on the stage.
2. Preview
Click Preview to see exactly what the customer will see. The preview opens in a new window or panel showing the rendered quote document.
What you’ll see, top to bottom:
- The CPQ Document Template content for the form this quote uses — the introductory paragraphs, legal preamble, and logo your admin has maintained for this form. If you’ve worked with multiple forms in one quote, the template comes from one of the forms the quote is built against (your admin can tell you which form’s template is used in mixed-form quotes). The template content is based on the state of the template at the time the quote was created. Changes to the template after quote creation do not affect existing quotes.
- The product lines for everything in the Added products panel — name, quantity, amount, discount, type, and total.
- Quote-level details at the end — quote expiry date, additional notes, customer details, contract term.
- Section blocks from the template that the admin placed after the product table — typically payment terms, delivery terms, legal clauses.
Preview is read-only. If you spot something wrong, go back to the quote view, edit, and Preview again.
3. Export
Click Export to open a dropdown with four download formats:
| Format | When to use |
|---|---|
| The default for sending a quote to a customer for review. Looks the same on every device, can't be edited | |
| Word | When the customer wants to mark up the document or your team needs to make final edits before sending. Edits in Word don't sync back to Good Sign |
| Excel | When the customer wants the pricing as a spreadsheet they can sort, filter, or import into their own systems |
| PowerPoint | For a quote that needs to be presented in a meeting — the product lines and pricing come through as slides |
All four formats include the same content (template texts, product lines, quote details). Pick the one that fits how you’re sharing the quote.
A note about Word edits: changes you make in the exported Word file are not synced back to the quote in Good Sign. If you change the price in Word and send that to the customer, the Good Sign quote still has the original price. Make pricing or product changes in the quote first, then re-export.
4. Send to eSign
Click Send to eSign when the customer is ready to sign. The quote is packaged and sent through your environment’s configured e-signing provider — either OneFlow or Visma Sign, depending on what your admin has set up in CPQ Settings.
What happens:
- The current quote document (with the linked template content) is generated and sent to the e-signing provider.
- The provider takes over the signing experience — they email the customer, host the signing page, collect the signature, and send back the signed document with an audit trail.
- The quote in Good Sign moves to the Send to eSign stage in the lifecycle.
- When the customer signs, the provider confirms back to Good Sign and the quote can be marked as closed.
Before sending, make sure:
- Customer details are filled in (the e-signing provider needs an email address to send the signing link to)
- The quote is in a state you’re willing to commit to — once sent, you typically don’t edit further
- The Quote expires date is far enough out that the customer has time to sign
What the customer experiences:
- An email from the e-signing provider (OneFlow or Visma Sign) with a link to review and sign
- A web page showing the quote document with signature placeholders
- They sign in their browser — no installation needed
- They get a confirmation email and a copy of the signed document
For the end-to-end signing experience as it happens for the customer, your team may have a short walkthrough video — ask your team lead.
5. Provider differences (OneFlow vs Visma Sign)
The actual signing experience differs slightly between OneFlow and Visma Sign — the email layout, the signing page styling, and the audit-trail format are different. But the salesperson workflow inside the CPQ Client is the same regardless: click Send to eSign, the configured provider takes over.
Which provider your environment uses is set by your admin in CPQ Settings → E-Signing. You can ask them which one is active if you need to give the customer a heads-up about which sender they should expect the email from.
6. Tips and gotchas
Preview every time before exporting or sending. Catching a wrong product or a missing term in Preview takes 30 seconds; correcting it after sending takes a back-and-forth with the customer.
Pick the right format for the recipient. PDF for customers; Word for legal review; Excel for procurement teams that want a spreadsheet; PowerPoint for a sales meeting.
Don’t edit the exported document and send it back as the “real” quote. Edits to Word/Excel/PowerPoint exports don’t flow back to Good Sign — the quote inside Good Sign is always the source of truth. If you need to change something, change it in the quote and re-export.
If the customer’s email is wrong on the signing invitation, you’ll need to go back to the quote, update Customer details, and re-send via Send to eSign. The e-signing provider keeps the previous invitation on record but the new one is what counts.
Send to eSign is a commitment. Once the customer has the signing link, you’re working from that document. If you discover an error after sending, the cleanest fix is usually to cancel the e-sign flow with the provider, edit the quote, and re-send a new signing invitation.