Proposals & Estimates Multiple Recipient Signature Support

Proposals & Estimates Multiple Recipient Signature Support

Software Updates

December 19, 2023 ● 2 min read

Proposals & Estimates Multiple Recipient Signature Support
We’re thrilled to introduce a powerful enhancement to our CRM that will make your document signing process more efficient and secure. This new feature allows you to assign signature elements to multiple recipients within a document, eliminating the need for individual assignments.
Proposals & Estimates Multiple Recipient Signature Support: This feature allows businesses to streamline the signing process by enabling the assignment of signature elements to multiple recipients within a document, eliminating the need for individual assignments. 👇🏻

⭐️ Why Does It Matter To Your Business?

  • Efficient Document Signing: Save time and effort by assigning signature elements to multiple recipients, including the business user sending the proposal.

  • Individualized Signing Links: Each recipient receives a unique link to sign their specific part of the document, ensuring accuracy and convenience.

  • Comprehensive Tracking: Capture valuable information such as IP address, location, and date/time for all signatories, enhancing document security and accountability.

⭐️ How to use Proposals & Estimates Multiple Recipient Signature Support:

To start using this feature, follow these straightforward steps:

  1. Access Proposals & Estimates: Navigate to the Payments tab > Proposals & Estimates and click + New.

  1. Assign Signatures:

  • Within the document, select the recipients who need to sign.

  • Assign signature elements to each recipient, whether they are a signer or a CC recipient.

  1. Primary Recipient:

  • The first added recipient serves as the Primary recipient, with custom fields populated accordingly.

  • An invoice is automatically created for the primary client once the document is accepted/signed by all parties.

  1. Signature Links:

  • Each recipient, including the business user sending the proposal, will receive a unique link for their designated signature elements.

  • Recipients can securely sign their respective portions of the document using the provided links.

  1. Tracking and Certificate:

  • After all participants have signed/accepted the document, a signed PDF copy is generated.

  • The signature certificate captures crucial information, including IP address, location, and signing date/time for all recipients.

 

This feature simplifies the document signing process, enhances security, and ensures a seamless experience for all parties involved.

To enable this feature, simply log in to your CRM, head to the document section, and start streamlining your document signing process today.

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