When you send a proposal, your contact gets an email and a page in your branding where they can read it, make any choices you've offered, and sign. They don't need an account. Knowing what they'll see helps you send with confidence and answer their questions.
To see it for yourself before you send, choose Preview in the proposal builder. It shows the proposal with made-up details, at Desktop or Mobile width.
The email
Each recipient gets their own email. The subject reads " — proposal from ". Inside, they see your logo (or your organisation's name), the proposal's title, a greeting by name, any message you added, and a View and sign proposal button. If you set a valid-until date, the email says so. Your organisation's contact details sit at the bottom.
The button opens a link made for that person alone. Only someone with one of these links can sign.
The proposal page
The page is your proposal in your branding: your logo, colours and fonts, your hero, page content and prices. It follows the light or dark setting on their device. Your organisation's name, email address, phone number and links sit at the bottom.
If your price table offers choices, your contact makes them here:
- Add-ons have a tick box. They start unticked.
- Choices ask them to pick between options. A choice set to Must choose one starts with its first option picked. One set to One or none starts with nothing picked.
The total updates as they choose.
How they sign
At the bottom of the page, under your signature heading, your contact:
- Signs on the Type tab by typing their name, or on the Draw tab with a mouse, trackpad or finger.
- Enters Your full name.
- Ticks the box agreeing to your proposal wording. If you've added links to your terms of business or privacy policy in Branding, they're linked here.
- Chooses Sign proposal.
The page then shows Signed and agreed with the date, their signature, their name and the email address you sent it to. Opening the link again later shows the signed version, with the choices they made.
What they might see instead
- This proposal has expired: the valid-until date has passed. Send it again with a new date if you still want a signature.
- Not ready to sign: the proposal isn't open for signature, for example because its deal is on hold or lost.
- This proposal has already been signed.: someone else you sent it to signed first. A proposal takes 1 signature.
- Access denied: the link isn't valid, for example because the proposal was deleted.
What you see after they sign
As soon as your contact signs:
- The proposal moves to Signed and its document is fixed. The total becomes what they signed for, including any add-ons and choices they picked.
- The deal moves to Won and its value becomes the signed total.
- If you turned on Start a project when this is signed, the project is created, named after the deal and linked to it, with the deal's assignee as lead.
- The deal's assignee and whoever wrote the proposal get a notification.
- Any automations on your Won stage run.
If the project can't be created, for example because its template was deleted, the signature still counts and you can start the project from the won deal.
Good to know
- 53° records the signer's name, the email address it was sent to, the time, and their IP address and browser with the signature.
- Signing is always the contact's act. You can't sign on their behalf, and the signature box in Preview doesn't work.
- Changing your organisation's slug changes the address of proposals you've already sent, so older links stop working.