Step 1 - Create a proposal and add signatories
Create your proposal and generate the fee.
Click Complete Proposal.
Enter the company details.- The company name will automatically appear on the cover letter, and the "Created For" section will display the individual's name while company details remain visible on the proposal.
Add the primary contact details (nominated person).
To add other signatories:
Click Add Another Person.
Enter their details.
Tick the boxes if they need to authorise the engagement letter and privacy notice.- Ensure the additional person is marked as a signatory so they receive the proposal and can sign it electronically.
Repeat for all required signatories.
Step 2 - Send the proposal for multiple signatures
Click Send to email the proposal and engagement letter to the primary contact.
The primary contact clicks the approval button in the email or PDF and signs via the acceptance panel.
Once signed, the system sends the proposal to other signatories for their signatures.
Step 3 - Check signature status
Go to the Proposals and Engagement Letters tab of the dashboard.
Check the Signatures status of the proposal you want to check.
Select the Actions button on the right-hand side of the proposal.
Select Send email Reminder.
A pop-up shows who has signed and who is pending.
Resend emails to signatories who haven’t signed.
Step 4 - On-the-spot acceptance
If you are with the client, you can collect signatures immediately:
After sending the proposal, select OnTheSpot Acceptance.
The client signs on-screen using their preferred signature style.
Click Confirm and Move to Next Signature to collect remaining signatures.
Step 5 - Final documents
Once all parties have signed, their signatures appear beneath the confirmation section of the engagement letter.
Modifying Existing Proposals
If you need to make changes to an existing proposal to include additional signatories or update details:
Duplicate the Proposal:
Open the existing proposal and use the "Duplicate" option to create a new version.
Add or Update Signatories:
Follow the steps outlined in Step 1 to add or modify signatories.
Resend the Updated Proposal:
Send the updated version to all relevant parties for signing.
See also
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