When you send a proposal, the system delivers the engagement letter and proposal to your client. The email and documents include an option for clients to approve or sign electronically.
📎NOTE: If you’re using a custom proposal template, ensure you set the approval options to require a signature or approval.
How clients sign
Clients click the approval button in the email or proposal
They’re taken to the acceptance panel, where they can:
Preview documents
Approve them
Specify contact preferences
Clients can sign by:
Drawing their signature
Selecting a signature style
Uploading a signature image
Multiple signatures for an organisation
If you require multiple authorisations, use the multiple signature feature.
How to track signatures
When a client signs, the staff member who created the proposal receives a confirmation email
You can also track progress in the Proposal Dashboard:
Click the Signatures button under the proposal status.
A pop-up shows who has signed and who is outstanding.
Where final documents appear
Once all the required signatories have signed:
Signatures appear beneath the engagement letter confirmation
The official copy is available in the Proposal Dashboard
The system emails a copy to the staff member and the primary client contact
See also
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