Step 1 - Create a proposal and add signatories
Create your proposal and generate the fee.
Click Complete Proposal.
Enter the company details.
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.
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.
See also
Need Support?
Visit the community hub or contact us in the chat.