Status & Signatures
How to sign off proposals
Approval and signature, in the same document.
Sending for signature
- Open the proposal you want to finalise.
- Add a sign-off or approval block to the proposal, usually as the last section.
- Choose the sign-off method: in-app e-signature, where the client signs directly inside the shared proposal link, or DocuSign, which routes the proposal through DocuSign for a legally binding signature.
- Send the proposal for sign-off. The client receives a notification with a Sign Now action.
- Once signed, the status updates to Signed automatically and both parties receive a signed copy.
Why it matters
Sign-off is built into the proposal itself, so there's no separate “send a contract later” step — approval and signature happen in one continuous flow.
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