The GoProposal signature process requires the primary signatory to sign first. Once complete, the secondary signatory receives an email with a unique link to sign.
Follow the steps below to resolve any issues during the signature process.
Troubleshoot email delivery issues
Check Spam or Junk Folders: Ask the recipient to check their spam or junk folders for the email
Resend the Email: Go to the Signatures section of the proposal and select Resend Email
Verify Email Address: Ensure the recipient's email address is correct in the proposal's contact details
Email delivered but not found: If you can confirm delivery, send the recipient a direct signature link
Resolve signature link issues
Verify the link: Confirm the recipient is using the correct signature link
Clear browser cache and cookies: Ask the signatory to clear the cache and cookies, then retry
Check email address completeness: Ensure you've entered the secondary signatory’s email address in contact details
Manage signatory settings
Change client acceptance settings
Go to Configure and select Templates & Emails.
Edit the relevant template.
Select Acceptance and choose your desired acceptance method.
Identify pending signatures and reminders
Open the proposal.
Select Actions then select Send email reminder.
Select pending signers from the list (signed contacts appear greyed out).
FAQs
The proposal says the accountant will sign it
Update the primary contact details in the proposal by going to Actions and selecting Edit proposal. Update the Primary Contact to the client and resend.
Client can't sign on mobile browser
Ask the client to open the proposal using a PC browser and try again.
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