What Are The Approval Options?

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.

You may even require no acceptance at all.

You can choose between these approval options for every proposal template, so you can have different processes depending on the type of work you need to deliver.

Defining and Changing Your Approval Options

Step 1. Go to Configure > Proposal Templates and E-mails

Step 2. Select edit next to the relevant proposal template

Step 3. Switch over to the acceptance tab

Step 4. Set your approval options

There are three levels of approval within this tab.

How does each option work?

1. Signature and Acceptance Button

Prospects or clients will be able to sign their engagement letter as normal.

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.

2. Acceptance Button Only (No Signature)

Clients can approve the documents they receive but no signature is required

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

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

  • Review the client e-mail content and make sure it reflects the process being followed.

    👆 For example, take out any reference to signing engagement letters.
  • If you're still sending a letter of engagement, but just not getting signed, check you're happy with the no signature confirmation section that will be used for the engagement letter.

3. 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:

  • Review 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.
  • If you're still sending a letter of engagement, but just not getting signed, check you're happy with the no signature confirmation section that will be used for the engagement letter.

Other Articles You May Find Useful

Did this answer your question?