When it comes to clients agreeing to move forward with a deal, sometimes the only thing you need is for them to click Accept. That’s why, from now on, you can choose between a digital signature and a simple Accept button right inside Better Proposals.
The Signature Block you’ve been using so far is now called the Acceptance Block. Up until now, the only thing you could have changed was whether to let clients sign by typing, drawing, or both.
Inside the new Acceptance Block, you have two different options of letting clients accept: a digital signature or an Accept button. You also have additional customization options, such as:
To add the Acceptance Block into your document, simply click on the + icon inside the Editor. You’ll see the Acceptance Block where the Digital Signature box used to be.
Once you’ve clicked on Acceptance, the default view is the Digital Signature Block. To change it, simply click on the gear icon that appears on hover. From the sidebar, you can change both the acceptance method and edit the default settings.
If you want to have clients confirm they’ve read your terms and conditions, you can now also add a checkbox into your Acceptance Block. The checkbox works both with the digital signature and Accept button options.
To add a checkbox, turn on 'Add a statement they have to agree to' in the sidebar. The checkbox will appear above the digital signature field with sample text that you can edit.
Speaking of text you can edit, you can now also change the default wording preceding a digital signature or an Accept button by clicking on it. A popup informing you that we can’t guarantee the legality of the document if the text is changed will appear.
Once you’ve clicked on I understand, you can continue editing the text. Any changes you make to the original wording will result in you seeing a prompt highlighted in yellow that lets you revert back to the original wording. Note that this prompt is just for you and your client will not be able to see it.
Whether you need a digital signature or a simple Accept button depends on the context, legal requirements, and the level of security you need. For cases when you need the client to accept a proposal but know you’re signing a separate agreement later, going with the Accept button makes perfect sense.
If you want your proposal to double as a legally binding contract, using the digital signature is the safer option. The best choice for you will depend on the way your business usually operates and what your clients are comfortable with.
We want you to be able to do business the way you want, with no limitations. Now, you have even more flexibility to move deals forward your way.
Simultaneous editing is great, but you know what makes collaboration complete? Feedback. Now you can get it inside Better Proposals with internal commenting.
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