Proposals & Sharing
Sharing a proposal and collecting signatures
Send a proposal to your customer with a secure link, let them sign electronically, and track when it has been signed.
When the proposal is ready, click Send for Signature in the builder toolbar. The current proposal content is frozen and hashed at that moment, so the customer signs exactly what you sent — later edits to the draft won't change an already-sent proposal.
Sending the secure link
- Enter the signer's email (required) and, optionally, their name — the name is only used to greet them in the invitation email.
- We email the signer a secure signing link automatically.
- After sending, the dialog also shows the signing link with a Copy button, so you can share it by text or another channel if you prefer.
- If the email fails to send, you'll be told — just copy the link and share it manually.
How the customer signs
On the signing page the customer first verifies their email with a 6-digit code, confirms their legal name, then signs. The flow is built to be ESIGN/UETA compliant, so the signature is legally valid.
- Email verification with a one-time code proves who signed.
- The signer reviews the exact, frozen proposal content before agreeing.
- The signed record is tied to the project for your reference.
Expiration and tracking
Shared signing links expire after 30 days. Separately, the proposal itself carries a "valid for" window (default 30 days, set in the header section) that prints on the document as the price-validity period — these are two different clocks.
Once a customer signs, the proposal is marked accepted against the project so you can see its status.