E-sign & legal·2 min read

Requiring a signature before acceptance

Turn on the signature requirement so clients can't accept without signing.

By default, clients can accept a proposal without providing a signature. If you need a formal signature (typed name + canvas draw), enable it per proposal.

Enabling the requirement

Open the proposal in the editor → select the Cover block → in the Block inspector look for Require signature under Proposal settings → toggle it on.

Alternatively, select the Investment (pricing) block, the same toggle is mirrored there.

Tip

For high-value engagements, always keep Require signature on so you have a binding e-signature audit trail before delivery starts.

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