Once you've created a proposal and hit send the proposal and engagement letter will arrive instantly in your clients inbox.
There will be a button in the e-mail and documents they receive enabling them to sign electronically.
How Will They Sign?
Upon acceptance, clients will be re-directed to the electronic signature page and will be able to digitally sign their engagement letter, upload a signature or use print.
You can make use of our key integrations to immediately trigger the next steps in your client on-boarding process.
For example, you could connect with GoCardless to instantly collect your clients payment details and connect to Xero or Quickbooks to send the invoices over.
Using Senta or Karbon you could instantly assign jobs to your team when a proposal is acceped.