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Enable Countersign Functionality on Proposals

In this article, you will learn how to enable the Countersign on your proposals

Salma Castillo avatar
Written by Salma Castillo
Updated over a month ago

1. Click on "Company Settings"

Click on Company Settings


2. Click on "App Settings"

Click on App Settings


3. Locate the Proposal Countersign Signature Section, and Make Sure Which Person Is Going to Appear in the Default Signatory

Locate the Proposal Countersign Signature section, and make sure which person is going to appear in the default signatory


4. Make Sure This Button Is Enabled; If Not, You Might Activate It

Make sure this button is enabled; if not, you might activate it


5. Click on "Save" to Submit the Changes

Click on Save to submit the changes


6. On the Proposal, Click on "Settings" and See if the Countersign Feature Is Active

On the proposal, click on Settings and make sure the countersign feature is active


7. This Is What Your Customers Will See When Approving a Proposal. Note That Once You Send a Proposal, This Cannot Be Modified Anymore

This is what your customers will see when approving a Proposal. Note that once you send a proposal, this cannot be modified anymore


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


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