Online e - Signature

Modified on Fri, 15 Jan 2021 at 12:05 AM

Fresh Proposals allows you to add online signature to your proposal.


A quick video to show you how to add signature to your proposal.

You can change its color, border, size, etc. 







You can add one or more eSignature in your proposal/template.


Assign Signee to eSignature

Once a signature is added to your proposal, it should be assigned to client contact(s) and internal contact (as appropriate).



This video will show you, how to assign a signee to a signature in your proposal.




Remember, a template does not have a client hence you can not assign signature to client in a template.



Self-Sign the Proposal as Proposer

Assign Signature with You as a Signatory

You can self-sign the proposal. The proposal should have e-signature block added to it and it should be assigned to you (as shown in the above video). 



Self-Sign

To self-sign the proposal, you can click on the preview button, and you will see an option in right side panel to self-sign





When Client Signs the Proposal

Once client views your proposal s/he can sign the proposal by simply clicking on the Accept button.


Remember, if you have disabled the Accept button in proposal settings, your client will not be able to see the accept button and s/he can not accept, sign the proposal.


As client clicks on the accept button, s/he will see a signature pop-up like it is shown below.



Once client signs the proposal, s/he will receive automated email to download the proposal PDF (with signature certificate and audit trail of the proposal document - which makes it legal document).


If you have enabled payment option for the proposal, after signing the proposal, client will be shown next step ie. to make advance payment. Please find more information about Stripe integration (which enables payment) here.

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