Adding Online Signatures [video]

Updated 1 month ago by Michael Hulet

Also see Preview Proposal/Sending to Clients and Signing the Proposal 

Online signatures let your client sign-off on a proposal right in the document without needing to download, print, scan and fax back anything. All you do is drop in the signature, send it through to your client and you'll get notified when they sign-off. The signature is legally binding and you'll both get a PDF for your records.

First, click on the signature tool icon.

First you'll want to add your own signature. Hover over your name and drag/drop your signature box to anywhere on the proposal.

Then do the same to add a client signature box, and anyone else from the same company who will need to sign the proposal. You can also add select “Add contact” to add more signature boxes.

The signature box will appear on the proposal with that person’s name attached.

To remove a signature box, select “Remove”

 Are electronic signatures legal?

There's a few ways we ensure signatures are legally binding:

  1. We use the Stripe API which allows parties to sign their own name with their mouse or finger (touch screens)

  2. We record the IP address of the signing parties and the date/time it was signed.

  3. We offer both parties electronic copies of the signed document and keep them stored on our servers

  4. We lock down the document from being modified after it has been signed. If you do edit it again the signature is removed.

This follows the guidelines outlined in the Electronic Signatures in Global and National Commerce Act and European Directive (EC/1999/93)

How did we do?