In GoProposal you can instruct different proposal templates to be accepted in different ways.

This is so that you can account for situations where you might want to send documents out but not require a signature or acceptance.

Here's a video explaining how you can do this..

Explainer Video - Approval Options In GoProposal

How Does It Work?

When you create a proposal, by default the proposal and engagement letter will be sent to your client and they will be able to sign their engagement letter electronically.

In some circumstances, you may not require a signature on your documents. You might just want your clients tick a box to confirm that they approve.

For example if you're doing a simple payroll or bookkeeping review and you just want to send over the updated documents for reference, or sending out an extra work order mid year.

Sometimes you may prefer to go with no acceptance at all, for example if you are showing a prospect what you can offer but are not at the point of engaging them.

You choose from these approval options at a proposal template level so you can create different templates to kick off different acceptance processes.

Here's a step by step guide to how you can set this up..

Step 1. Find The Proposal Template You Want To Change

Find Configure > Proposal Templates and E-mails from your admin area.

Select edit against the proposal template you want to amend.

A pop up box will appear, move over to acceptance tab.

Step 2. Define Your Approval Option

There are three levels of acceptance within this tab.

A Summary of Each Approval Option

Signature and Acceptance Button

Prospects or clients will be required to sign their engagement letter when approving the documents.

The button linking to the below signature page will be in both the proposal (the what happens next section) and the email that goes out to your client.

Acceptance Button Only (No Signature)

Clients will be asked to approve the documents they receive but no signature will be required.

To set this up correctly, you may want to review the following:

  • The client e-mail content to make sure it reflects the process being followed. For example, take out any reference to signing engagement letters.

  • The no signature confirmation section that will be automatically used for the engagement letter when this acceptance option is chosen.

No Acceptance

Your clients will not be asked to sign or approve any documents you send over.

To set this up correctly, you'll want to take a look at the following:

  • The client e-mail content and make sure it reflects the process being followed. For example, take out any references to signing or approving documents.

  • The no signature confirmation section that will be automatically used for the engagement letter when this acceptance option is chosen.

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  • Define the documents you would like to send to your clients

  • Editing your client and staff e-mail content

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