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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.

Written by Russell Henderson

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.

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

    • The acceptance button appears in the proposal and client email

  2. Acceptance Button Only (No Signature)

    • Clients approve the documents without signing

    • Update email templates to remove references to signing

  3. No Acceptance

    • You don't ask clients to approve or sign

    • Ideal for sharing information or proposals with prospects

    • Update email templates to reflect this process

See also

How to edit proposal emails

What is the No Signature confirmation?

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