With certain organisations you bring on board, they may require multiple people to authorise engagement letters and also give you permission to take instruction from and give advice to one person. We call this the nominated person.
GoProposals multiple signature feature allows you to get all of the authorization you need.
Explainer Video - Multiple Signatures
Step 1. Create a proposal and complete the details
Once you have finished creating a proposal and have generated the fee, select complete proposal.
Firstly fill out the company details..
and then the primary contact details (nominated person).
At this point you can add in any additional signatories needed..
If you would like them to authorise the engagement letter and your privacy notice then make sure you put a tick in the relevant boxes.
You can add multiple signatories by selecting add another signatory..
and filling out the details in the same way.
Step 2. Sending your proposal for multiple signature
Once you hit send, the primary contact will be e-mailed a copy of the proposal and engagement letter.
Using a button that is included in the proposal e-mail and PDF, the nominated person will be able to click through approve their documents (check your approval options are configured correctly for this).
They will be then be taken to an acceptance panel to sign/approve the documents.
Once this person has signed or approved, it will be sent over to additional signatories for signature.
Step 3. Checking on the status of signatures
You can see how far along you are with attaining all of the signatures you need from your proposal dashboard.
Just click on the signatures button beneath the proposal status..
..a pop up box will appear to show you who you are waiting on.
You can resend e-mails to those who have not yet signed.
How will the final documents look?
Once both or multiple parties have signed, their signatures will appear beneath the confirmation of the engagement letter.