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How to define acceptance options for proposals and engagement letters

Understand how to set different acceptance options for proposal templates in GoProposal. This includes signature, no signature, and no acceptance.

In GoProposal, you can control how clients approve proposals and engagement letters.

This flexibility allows you to:

  • Require a signature for formal agreements

  • Request approval without a signature for simple updates

  • Send documents for reference only, with no acceptance required

You define these options at the proposal template level.

Note that the availability of certain options, such as the "Signature and Acceptance Button," also depends on the type of template being used (Proposal Only vs. Proposal and Letter of Engagement).

Define acceptance options

  1. Go to Configure and select Templates & Emails.

  2. Click Edit next to the template you want to update.

  3. Select the Acceptance tab in the pop-up.

  4. Select and acceptance option.

  5. Click Save Template.

There are three options:

  1. Signature and Acceptance Button

  • Clients must sign the engagement letter electronically This option is only available for templates that include a Letter of Engagement.

  • The acceptance button appears in the proposal and client email- The acceptance button is also accessible within the engagement letter itself, typically located under the "What happens next" section, provided the template is configured to include this feature.- Clients receive two types of emails: a "Draft Engagement Email" for review and a "Final Engagement Email" after acceptance. These emails are categorized as "Signed & Accepted."

  1. Acceptance Button Only (No Signature)

  • Clients approve the documents without signing This option is available for all template types, including Proposal Only templates.

  • Update email templates to remove references to signing- If clients cannot locate the acceptance button in their email, they can find it within the engagement letter itself, under the "What happens next" section.- Clients receive two types of emails: a "Draft Engagement Email" for review and a "Final Engagement Email" after acceptance. These emails are categorized as "Acceptance Button Only."

  1. No Acceptance

  • You don't ask clients to approve or sign This option is also available for all template types, including Proposal Only templates.

  • Ideal for sharing information or proposals with prospects

  • Update email templates to reflect this process

Signature Availability by Template Type

Signatures in GoProposal apply to the Letter of Engagement, not the proposal document itself. The availability of signature options depends on the type of template:

  • Proposal Only Templates: Signature options, such as the "Signature and Acceptance Button," are not available. Only "Acceptance Button Only" or "No Acceptance" options can be used.

  • Proposal and Letter of Engagement Templates: Signature options, including the "Signature and Acceptance Button," are supported. Ensure the "Documents to Send" setting includes the Letter of Engagement to enable this feature. If the signature option is greyed out, check the "Documents to Send" setting and update it to include the Letter of Engagement.

See also

How to edit proposal emails

These templates are categorized under 'Signed & Accepted' and 'Acceptance Button Only' in the settings.

What is the No Signature confirmation?

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