Need a quick answer? Here's what this article covers:
You've created your proposal and added signature boxes. You've sent your proposal to your client. All that's left is for your client to sign. In case they (or you) are having difficulties signing your document. Here's a quick guide on how to get that signature in the proposal so you can get down to serious work.
Signing The Proposal
Enter the preview page
The first step to signing your proposal is to enter the proposal itself. For you, this means finding your proposal in the pipeline and clicking on the name:
This will take you to the proposal's Snapshot page. From here, you can enter the proposal in a new browser tab by clicking preview at the upper right of the page:
or you can enter the preview in your current tab by clicking sign button next to your name from the settings column:
For your client, this means clicking on the proposal link in the email sent to them. Did they lose the email? You can manually send them a proposal link from the same snapshot page by clicking link button next to their name:
HEADS UP: It's important that you send the proposal link associated with the client that specific client only. These links are tailored to each contact and it's how our system identifies that user.
Click on a signature box
Once you're in the proposal, you'll need to find the signature boxes with your name on it in order to apply a signature. To do that, you can click start:
You can also click sign & accept at the bottom of the proposal:
Either option will show how many signature boxes you have left to sign, and will direct you to the first signature box assigned to you.
Once you're directed to a signature box, click on it to open the signature menu.
Add your signature/initial
Once clicked, your signature box will open the signature menu. From here, you can input your signature either by typing in the form fields and selecting an appropriate font style:
If you'd rather sign manually, you can click draw to change to a manual input.
Then off your super-sweet mouse drawing skills:
The final thing to do would be to acknowledge that the signature itself is legally binding by clicking I agree:
Continue adding your signatures
Once you've created your signature, it'll be used for every remaining signature box in proposal. You can leap to all other signature boxes by clicking next at the right of the page:
or by clicking sign and accept at the bottom right of the page:
Once all signatures are in place, you're all done! We'll confirm to let you know.
Changing Your Signature
If you or your client need to edit or update the signature, click change signature on the right side of the page:
This will update all signatures attached to their name.
Signing from mobile
If you (or your client) have the proposal on the go and are looking to sign right away, you can open the proposal link straight from your phone. From there, tap sign and accept:
The same signature options dialogue will appear, but fitting your screen:
Just like desktop, if you're fan of finger painting your signature, you can tap draw:
Once all signatures are received, you'll see a pop-up notification confirming you're good to go:
Does this answer your question? Is there something not quite right? We're here in support to help troubleshoot. Click here to reach out.