DripJobs Help Center

How to Approve a Proposal WithOut Signature?

In this article, you will learn how to approve a proposal without signature.

Written by David Arteaga

Updated over 2 weeks ago

1. Click on "View Proposal"

Click on "View Proposal"

2. Click on "Approve Without Signature"

Click on "Approve Without Signature"

3. Check the Message That Appear Right Up

Check the Message That Appear Right Up

4. Click on "Confirm"

Click on "Confirm"

5. See How the Proposal Now Appears as "ACCEPTED"

See How the Proposal Now Appears as "ACCEPTED"

6. Click on "Jobs Pipeline"

Click on "Jobs Pipeline"

7. The Deal Has Moved Now to Project Accepted and an Invoice Has Been Created

The Deal Has Moved Now to Project Accepted and an Invoice Has Been Created

The customer won't get any notifications letting them know about this movement

If you have any questions, please don't hesitate to contact DripJobs customer support or the helpdesk.