Digital document signing streamlines your paperwork process. Getting these settings right means faster turnaround on contracts, fewer errors, and a more professional experience for your customers.

The approver will receive an email notification once the design approval is requested. From the email, click on the proposal URL.

Click “Approve” to approve the design.

Once the design is approved, the sales rep can finance the proposal.​Rejecting a Design​Follow the steps below to reject a design.

The approver will receive an email notification once the design approval is requested. From the email, click on the proposal URL.​

Click“Reject” to reject the design.​

Enter the reason for rejecting the design, then click“Save”.​

The proposal owner will be notified of the design rejection and can see your comment in the proposal header.​​

After editing the design, the approval request will be sent again if the requirements for design approval are met.

💡 A contractor uses grouped checkboxes in their contract template so customers can select which add-ons they want with simple check marks — making the signing process quick and error-free.