Digital Signatures

Once your client is happy with your proposal, they can sign it electronically — no printing, scanning, or meeting in person required. Digital signatures make the approval process fast, professional, and paperwork-free.

How Clients Sign

When a client opens their proposal link, they can review all the details — services, pricing, terms — and then sign directly on their device.

1. The client opens the proposal link you shared
2. They review the proposal content and pricing
3. They scroll to the signature section at the bottom
4. They draw their signature on screen (works on desktop and mobile)
5. They enter their name and email address
6. They tap Sign Proposal

[screenshot: Client-facing signature pad on the proposal view]

What Happens After Signing

Once the client signs:

• The proposal status changes to Signed
• The signature image is saved securely to your account
• The signer's name, email, and timestamp are recorded
• You receive a notification that the proposal has been signed
• If you have auto-assign team enabled, a team member is automatically assigned to the linked booking
• The assigned team member receives an email notification with the booking details

Questionnaires and Signing

You can attach questionnaires to proposals and control exactly when they appear in the client's flow:

• Before Signing — The client must fill out the questionnaire before they can sign
• After Signing — The questionnaire appears right after the signature
• Before Payment — The questionnaire appears before the payment step
• After Payment — The questionnaire appears after payment is complete

This lets you collect critical event information at the right moment — venue details before signing, or detailed preferences after payment.

Proposal Statuses

Every proposal moves through a clear lifecycle:

• Draft — You're still building it
• Sent — Shared with the client
• Viewed — The client has opened the link
• Signed — The client has signed
• Declined — The client has declined

You can track all of this from your proposals dashboard at a glance.

[screenshot: Proposal status badges on the proposals list]

What's Next?

• PDF Export and Sharing
• Collecting Payments
• Creating Questionnaire Templates

Updated on: 04/06/2026