How to legally e-sign documents and contracts using Proposify.

Before a document can be signed, you need to add at least one signature. See Adding Online Signatures.

Once a signature is added, the person assigned to a signature button can sign the document.

Once you've sent your prospect the document, they can sign.

The best practice is to send the document in a secure way to your client by either sending directly through Proposify or by copying the signer's specific URL from the send screen:

Copying the person's signature link and emailing it to them directly will enable them to easily click the link and sign without needing to verify their email address.

If the client clicks the link from the email - they will be prompted to verify their email address.

To sign the document yourself, go to the Client Preview or click Sign Now on the document Snapshot page. It can be found in the Signature Recipients pane:

Click on the signature box with your name on it, it’ll be a different colour than your prospect’s signature box. We’ll ask you to agree to using an electronic signature:

You can Type or Draw your signature.

Type your signature

To type your signature, click Type and type your signature under “Full Name”. You have the option to change the signature style using the Change Style dropdown:

Click Sign & Accept button to apply your signature and accept the document.

Now you’ll see the signature in the document along with a date stamp.

Now your document Snapshot page will display who has already signed the document, and who still has pending signatures. Click Remind next to each recipient to send a reminder to sign the document.

Draw your signature

To draw your signature, click Draw, and use your mouse to draw a signature in the box.

Click Sign & Accept button to apply your signature and accept the document.

You’ll see the signature in the document along with a date stamp.

Now your document Snapshot page will display who has already signed the document, and who still has pending signatures. Select “Remind” to email your client a reminder to send the document.

Are These Even Legal?

There are a few ways we ensure signatures are legally binding:

1. We use the Square API which allows parties to sign their own name with their mouse or finger (touch screens)

2. We record the IP address of the signing parties and the date/time it was signed.

3. We offer both parties electronic copies of the signed document and keep them stored on our servers

4. We lock down the document from being modified after it has been signed. If you do edit it again the signature is removed.

This follows the guidelines outlined in the Electronic Signatures in Global and National Commerce Act and European Directive (EC/1999/93)