Often when sending a proposal, you’ll find that the person you’ve sent it to may not have signing authority. Other times, you’ve created a proposal with two signature boxes and you only need one person to sign. Proposify has a tool that allows you to create an unassigned signature. This gives your customer the ability to get the sign-off you need without you needing to collect every contact detail up-front.
Heads Up: Unassigned signature is a feature available to our Venti plans. Please contact our team of expert sales reps if you’d like this added to your account.
Here’s what this article covers:
- Unassigned Signature Basics
- Creating Unassigned Signatures
- Creating Extra Unassigned Signatures
- Unassigned Signatures in Metrics
- Related Reading
Unassigned Signature Basics
When you assign a signature to a client contact, we make a tailored email link for that prospect. The moment they click that link, we track page their views and signatures.
Unassigned signatures reverse that order. We create a proposal link with no customer attached. When the link is sent to a prospect, that prospect can view anonymously. Once they sign, we'll fill out the anonymous details with what the signees provided.
This is useful for those times when you don't know the signing party. It also works when you’re sending the proposal to many people but only need one signature.
Creating Unassigned Signatures
To add an unassigned signature to a proposal, enter the proposal’s editor page.
From there, select add signature from the menu pane:
You can also select signature from the right-hand toolbar:
The menu pane will change to show signature tools. From this menu, expand the dropdown under signees and select +unknown signee:
This will open the signature options for your new, unassigned signature box. Add all signatures, initials, and input forms you need for this one signee. Each will match the same colour, so you can tell your different signature boxes apart.
Creating Extra Unassigned Signatures
To add more unassigned signatures, use the signees dropdown and select +unknown signee again.
This will add signee 2/3/4/etc. until you have all the signatures you need. Each will have its own signature boxes and form fields assigned.
Heads up: Every signature and input form filled out will be viewable by others. Make sure these are all affiliated with the same company. If you’d like to use this to send to more prospects, you may want to save this as a template instead.
Sending to Unassigned Recipients
From the Send Page
You can generate a link for an unassigned signee from the Send page. To start, select share this proposal:
A message will appear with a generic link to this document. Select copy to copy the link to your computer’s clipboard.
From here, you can paste the link in a message to your prospect. You can also mark this document as sent.
From Client Preview
Once you make a proposal, you can find the share proposal button in your proposal’s preview page:
Click that button to open the share menu. Click copy to copy the URL to your clipboard:
Once copied, you can paste that link via email, messaging app, SMS, or whatever you need.
If you don’t know who to send this off to, your main client contact will see similar buttons when they view their proposal.
Unassigned Signatures in Metrics
Once your prospect clicks the generic proposal link, we’ll track them. Without any identifying details, though, they’ll remain anonymous. They’ll appear in your metrics as “a client”
Once that client signs or comments in the proposal, they’ll need to provide a name and email address. When they fill in those details and confirm, we’ll replace “a client” with the details of that customer.
Looking for more information? These might be able to help: