How to Approve a Proposal Without a Signature? | DripJobs Help Center

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How to Approve a Proposal Without a Signature?

How to Approve a Proposal Without a Signature?

On this article you'll learn How to Approve a Proposal Without a Signature

Written by Laura Cuadros

Updated over 2 weeks ago

1. Click on Sales Pipeline

Click on Sales Pipeline

2. Locate the Proposal You Want to Accept

Locate the proposal you want to accept

3. Click on View Proposal

Click on View Proposal

4. Scroll Down

Scroll down

5. Click on Approve Without Signature

Click on Approve Without Signature

6. Click on Confirm

Click on Confirm

7. A Confirmation Message Will Show Up at the Top

A confirmation message will show up at the top

8. The Deal Card Will Be in the Jobs Pipeline

And the deal card will be in the Jobs Pipeline

9. The Invoice Will be Automatically Created

The invoice will be automatically created too

10. And if you asked for a Deposit, a Payment Request will be created

If you want more information about How to Send a Payment Request, Click Here

And if you asked for a Deposit, a Payment Request will be created

If you need any assistance with this, please don’t hesitate to contact DripJobs Customer Support or the HelpDesk.