E-Signature Placeholders
Published on February 10, 2026 DRTE
DRTE E-Signature Placeholders Guide
Learn how to enable the e-signature toolbar buttons in the DRTE editor and insert ready-made signature blocks for both the Client and the Vendor in your Quotes and SOWs.
1. Key Benefits
| Accuracy: Eliminates manual typing errors in signature tags. Efficiency: Standard templates for "Name" and "Date" are automatically included. Consistency: Ensures every Quote or SOW has the same professional signature layout. |
2. Enabling the Feature
The signature buttons are context-aware. They will only appear in your DRTE toolbar if the following property is set in the component configuration:
| Requirement: The 'Enable to Request E-Signature' property must be checked in the editor settings. Once enabled, you will see two "Double Plus" (+ , +) icon buttons added to your toolbar. |
The two "plus" signature buttons displayed in the DRTE toolbar.
3. How to Insert Signature Blocks
Follow these steps to place signature templates for both the Client and the Vendor:
Step 1: Insert Signature 1 (e.g., Client)
- Navigate to the DRTE Editor on your record.
- Place your cursor in the document where you want the first signature to appear.
- Click the first "plus" (+) icon (labeled "insert signature1 template" on hover).
Clicking the first plus icon to insert the Signature 1 template.
The system will automatically generate the [Signature1] block, including placeholders for the signer's Name and Date.
The generated [Signature1] block with Name and Signed On placeholders.
Step 2: Insert Signature 2 (e.g., Vendor)
- Move your cursor to the next desired signature location (e.g., under the "Vendor" section).
- Click the second "plus" (+) icon (labeled "insert signature2 template").
Clicking the second plus icon to insert the Signature 2 template.
A second independent block, [Signature2], will be generated at the cursor position.
The generated [Signature2] block placed at the cursor position.
4. Understanding the Rendered Content
When a button is clicked, the DRTE automatically places the following template at your cursor:
| [SignatureX] Name: [text[Name]:[SignatureX]] Signed On: [date[Signed On]:[SignatureX]] |
| Element | Purpose |
|---|---|
| [SignatureX] | The primary anchor for the e-signature software. |
| Name/Date Tags | Dynamic fields that the signer will fill out digitally. |
5. Pro-Tips for Sales Teams
- Cursor Placement: Always ensure your cursor is on a new line before clicking the signature buttons to prevent the block from merging with existing paragraph text.
- Manual Edits: While these are generated automatically, they remain editable. You can adjust the bolding or spacing around the placeholders to match the document's aesthetic.
| Important: If you edit a signature block, make sure the text stays together in a single HTML tag. |
- Verification: Before submitting for approval, scroll to the bottom of your DRTE document to verify that both [Signature1] and [Signature2] are present and correctly placed.
Troubleshooting
| Can't see the plus buttons? Confirm that the 'Enable to Request E-Signature' property is checked in the component configuration (see Section 2). |
Knowledge Article Number: KA-00102