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How do I sign a Proposal? How do I sign the proposal? How does my client/prospect sign the proposal?

In order to sign a proposal your prospect must sign it first.

Rossi LaGrand avatar
Written by Rossi LaGrand
Updated over 2 years ago

Option 1: In order to sign a proposal your prospect must sign it first.

  • After your prospect signs your proposal you will get an email alert Saying Congratulations your prospect has signed your proposal

  • Click Tracking and you will see a button that says Waiting for you to countersign.

  • Click the button and sign.

Once you have countersigned the proposal your prospect will automatically get an email with your signature.

Option 2. In order to sign a proposal your prospect must sign it first.

  • Click Tracking and you will see a button that says Waiting for you to countersign.

  • Click the button and sign.

Once you have countersigned the proposal your prospect will automatically get an email with your signature.

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