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Help / Proposals and projects

What your customer sees when they sign

They get a page with your business details, the work, the price, and a place to sign. They can type their name or draw a signature, and they have to tick that they agree before it'll go through.

Typing or drawing

Both count. Drawing with a finger works on a phone; typing is easier on a laptop. Either way you get a record of who signed and when.

They can't skip the agreement

The tick box is required. A signature without it doesn't submit.

If a deposit is due

They pay it as part of signing, on the same page. The proposal isn't signed until that goes through.

Related

  • Sending a proposal for signature
  • Taking a deposit

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