How to Add Multiple Signatures on a Proposal

Learn how to add multiple signatures or initials to text sections in a proposal.

Last updated
September 25, 2023

How to Add Multiple Signatures on a Proposal

What it does: Allows you to request multiple signatures, initials and co-signatures in a proposal for your customers to e-sign.

Purpose: Allows you to get a signature and/or initials for terms & conditions, or other requirements that your customer needs to sign off on.

Prerequisites:*  None, but you will only be able to access this feature in the Proposal editor.

Available On: Premium & Enterprise Plans

Adding Multiple Signatures to Your Proposal

Step One: If you’re creating a new proposal, click “New Proposal” and follow the necessary steps. If you’d like to add in-line signature to a drafted proposal search and select it.

Note: Every proposal will automatically include an e-signature request at the bottom of the estimate section for customers to sign off on the full proposal. In-line signatures are to get additional signatures or initials for other requirements or inclusions (payment schedules, terms and conditions, etc).

Step Two: Edit and finalize your proposal inclusions (materials, labor, markup/margin, cover image/layout, PDFs, images, customer information, etc).

Step Three: Click the “+” button on the left side navigation in the proposal editor, and then select “Text”.

Step Four: Name your new section, and add your text into the text field (your terms & conditions, for example).

Step Five: Click the “signature” button on right hand side of your text box, and select the type of signature(s) you would like to request (customer signature, co-signer signature, customer initials, co-signer initials, etc). Once added, you’ll see a placeholder in your text field that includes the signature request.

Note: To delete the signature/initial request, click the “x” button in the signature placeholder included in the text box.

Step Six: Once your proposal is finalized, click the “Preview and send” button (or “Preview” if you’re working on mobile) in the top right corner.

Step Seven: Review your proposal for completeness, and ensure all the signatures are included in all the correct text sections of your proposal.

Step Eight: Select the “Send to customer” button in the top right, and compose your email in the email editor.

Step Nine: Once your proposal is ready to be sent click the “Send proposal” button to email it to your customer(s).

Note: Once you send the proposal, your customer(s) will get an email with a link to review and sign the proposal.

Did you find this useful?

Learn more about our platform...

View more help articles

Join thousands of roofers who successfully streamline their sales process with Roofr

Get started for free
a close up view of a metal roof