Acceptance settings
Choose whether the proposal includes acceptance and a signature step.
All features
Proposal e-signatures
A clear way for clients to say yes.
Let clients review the proposal, confirm their consent and sign in the same place. Capture a typed or drawn signature with the acceptance details.
Create your first proposal
What you can do
Typed or drawn signatures
Let clients type or draw their signature when completing acceptance.
Named accepters and consent
Capture the enabled name and consent fields alongside the signature.
Accepted status
See when the proposal has been accepted.
Preserved version
Keep the accepted proposal version available for reference.
The workflow
Set up acceptance
Configure acceptance before publishing.
Check the terms
Review scope, pricing and terms with the client.
Collect the response
The client completes the enabled acceptance steps.
Continue the work
Use the accepted proposal as a reference for the next conversation.
Built around your work
A visible decision
Bring the client response into the proposal workflow.
Less handover friction
Keep acceptance connected to the work being offered.
A useful record
Refer back to the version the client accepted.
What to know before you start
- Signature capture is not identity verification or a promise of legal validity in every jurisdiction. Review requirements for your agreement.