You've created your proposal, now all you need to do is make a place for your client to seal the deal. Proposify's signature tool helps you add legally binding signatures, and initials to your proposal.
In a rush? Here's what this article covers:
- Adding Signatures - The Basics
- Adding Signatures - Other Cool Stuff
- Editing Signatures
- Deleting Signatures
- Related Reading
Adding Signatures - The Basics
To add a signature box to a proposal, click signatures & client input forms found on the right-hand toolbar:
The signatures menu will appear in the menu pane:
From here, you can select the signee from the dropdown menu at the top:
HEADS UP: If you're working from the Section or Template Editor, you will see two signees: the proposal lead and the main client contact. You can add more the moment you make a proposal from this template.
Once you've selected your signee from the dropdown, click and drag the element to your preferred location:
Adding Signatures - Other Cool Stuff
You can add a signature box for each client contact and person in your organization, and each will be colour-coded for easy reference. You can also add multiple signature or initial boxes for one person, if you need them to acknowledge multiple areas within a single contract.
If you need to add a new signing member to your client's organization, you can do so by clicking new contact:
Once clicked, fill out the first name, last name and email address of the new signing party, then click save:
This will add that person to the client contacts list in Proposify, allowing you to include a signature box within the proposal.
Once signature boxes have been added to your proposal, you can see a list of all signees from the right-hand menu:
This gives a list of all contacts with a signature box within in the proposal, as well as how many signature/initial boxes they currently have in the proposal. You can locate each signature box assigned to that client by clicking the arrow buttons next to the client name:
This will highlight each successive signature box in the proposal, allowing you to quickly find them:
If you've added one too many signatures, you can remove it by selecting the signature button and hitting backspace or delete on your keyboard.
HEADS UP: This will only be available if the prospect hasn't signed yet. Once an esignature is included, edits will be locked to keep your document legally binding.
Having difficulties adding signatures? Have another question? We're here to help in support. Click here to reach out!