How can I manage client signatures and GoCardless integration in GoProposal?
Managing client signatures and GoCardless integration in GoProposal involves configuring proposal templates to meet specific client needs. Learn how to customise templates for requiring or bypassing client signatures, integrating GoCardless for payment collection, and understanding when proposals are considered complete or fully signed.
Overview
GoProposal lets you manage client signatures and payment integrations through customisable proposal templates. By configuring these templates, you can:
Require client signatures for specific proposals
Allow clients to sign proposals without setting up Direct Debit via GoCardless
Tailor the proposal process to different client requirements- Understand that proposal completion requirements vary depending on whether GoCardless is enabled on the template
Configuring Templates for GoCardless Integration
Go to Settings and select Integrations.
Select GoCardless then select Configure.
In the GoCardless integration settings, set it to apply only to proposal templates you select. For example, you can link GoCardless to templates you use for new clients or recurring payments.
For clients who don't need to enter bank details, create or use a proposal template you haven't linked to GoCardless. Proposals sent using these templates will allow clients to sign without providing bank details.
Manage and assign templates by going to Configure then selecting Templates and Emails. This ensures only the relevant templates connect to GoCardless.6. Note that for proposals using GoCardless-enabled templates, clients must complete a Direct Debit mandate during the acceptance process for the proposal to be considered fully signed or won.
Enabling Client Signatures on Proposals
Use a template that supports signatures, such as one that includes a Letter of Engagement. For example, you might use a template named "Proposal and Letter of Engagement."
Go to Configure, select Templates & Emails, and edit the desired template.
Go to the Acceptance tab and select the option for Signature and Acceptance Button.
Save the changes. Proposals you create from this template will now require a client signature.5. For proposals not linked to GoCardless, ensure the client adds their signature before marking the proposal as complete.
Requirements for Marking a Proposal as Complete or Fully Signed in GoProposal
Overview of Proposal Completion Requirements
In GoProposal, the process for marking a proposal as complete or fully signed depends on specific conditions related to GoCardless payment integration. These conditions vary based on whether GoCardless is set up or required for the proposal.
Scenarios Without GoCardless Setup
If the client does not wish to set up GoCardless payments, the proposal can still be marked as complete. However, the client must first add their signature to the proposal. Once the signature is added, the proposal can be finalized without requiring GoCardless setup.
Scenarios Requiring GoCardless Mandates
For proposals created using templates that have GoCardless enabled, the client is required to complete a GoCardless Direct Debit mandate during the acceptance process. This mandate setup is necessary for the proposal to be considered fully signed (or won). Templates such as those designed for new clients often enforce this requirement.
Template-Specific Requirements
Certain templates in GoProposal are configured to require GoCardless mandates as part of the proposal acceptance process. These templates ensure that payment arrangements are established upfront, streamlining the billing process. If you are using a GoCardless-enabled template, ensure that clients are aware of the mandate requirement during the proposal creation and acceptance stages.
Best Practices for Template Management
Regularly review your templates to ensure they align with your business needs and client requirements
Organize templates by client needs, such as creating separate templates for recurring payments or one-time services
Clearly label templates to indicate whether they require client signatures or are linked to GoCardless
Test templates before sending them to clients to confirm that the settings function as you expect- Inform clients about GoCardless mandate requirements when using GoCardless-enabled templates to avoid confusion during the acceptance process.
By following these steps, you can effectively manage client signatures and GoCardless integration in GoProposal.