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E-signatures on proposals
Signature blocks turn proposals into signable documents. Clients sign by drawing, typing, or uploading their signature directly on the proposal, and each signature is captured with a timestamp, IP address, and browser details for a complete legal record.
How e-signatures work
A signature block is added to the proposal like any other block in the editor. When the client views the proposal, the signature block appears as an interactive field where they can draw their signature with a mouse or finger, type their name to generate a signature, or upload an image of their existing signature. The signing happens directly on the proposal page, with no external tools or redirects.
Legal capture details
Each signature captures the signer's name, email address, IP address, browser and device information, and the exact timestamp of signing. These details are stored as part of the signed document record and can be referenced if the signature is ever disputed. The capture follows standard e-signature legal frameworks used in digital agreements.
What happens after signing
Once the client signs, the proposal status changes to "accepted" automatically. A PDF copy of the signed proposal is generated, preserving the content, pricing, and signature as a permanent record. The PDF can be downloaded from the proposal detail view. If auto-invoice is enabled, an invoice is created from the proposal's pricing at the same moment the signature is captured.
E-signatures on proposals remove the step of sending a separate signing document, so the client reviews the content, agrees to the pricing, and signs in one flow.
