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