In this tutorial, we are going to tell you How to enable E-Signature.

Step-1:

Open any Proposal you made and click on the arrow on the right side to open the Right Panel.



Step-2:

Click on “Settings”.



Step-3:

When you scroll down a bit, you will be able to see an option “Enable E-Signature”. Click on the button to enable it.



Step-4:

When you scroll down a bit under your video, you will see a section to add the Signature on the left side.



Step-5:

When you enable the button, you will also see some other options as well.



Step-6:

When you mark the “Email Required” checkbox done, your client will have to add the Email after signing the Proposal.



Step-7:

After marking the “Thank you page Required” checkbox done, your client will be able to see a Thank you Page after signing the Proposal.



Step-8:

When you mark the “Thank you Page required” checkbox done, a panel will appear where you will be able to add your own message that should appear at the thank you page. (You can leave the panel blank as well, then the default thank you message will appear).



Step-9:

You can also add your proposal value just by putting the digits in the panel below the “Add Proposal Value” heading. It is basically the amount of the proposal.



Note:
The proposal can be only signed by the person to whom you have sent the particular proposal. You can’t test it by yourself. But if you want to test how it works, then you can copy the link of the proposal and open it in the Incognito Window and then you are good to go.
Was this article helpful?
Cancel
Thank you!