When your client opens a sent proposal and decides to accept it, they go through a guided 4-step flow.
The 4-step sign flow
- 1Review, the client scrolls through the full proposal, including any optional line items they want to toggle.
- 2Sign, the client types their full name and optionally draws a signature in the canvas.
- 3Done, a confirmation screen with a summary. The client receives a PDF copy by email.
What triggers a "signed" status
The proposal status flips to Signed as soon as the client completes the sign step. You receive an email notification immediately.
The signed record
MyProposal records the signer's name, email, IP address, timestamp, and a SHA-256 hash of the proposal content at the time of signing. This data is used to generate the audit trail.
Note
The e-signature in MyProposal uses click-to-accept (with optional handwritten canvas). It is legally valid in most jurisdictions for commercial contracts. See our legal validity article for country-specific guidance.