Accepting or signing as a customer

Your customer opens the link from the email. No account or sign-in is needed. The page is shown in your company's default language. Send them this article if they have questions.

#Accept a proposal

1. Read the proposal on the page, or select Open PDF.
2. Select Accept proposal.
3. Check Full name and Email, then select Accept · ….

The page then shows Proposal accepted. The sender prepares the agreement for signature.

#Ask for changes

1. Select Request changes.
2. Write What would you like to change? and, if you like, a Discount you are asking for (optional, %).
3. Select Send request.

The page shows Request sent. The sender comes back with an updated proposal.

#Sign an agreement

1. Open the agreement link and read it.
2. Under Signature type, choose Type (Type your full name) or Draw.
3. Select Sign agreement.

When you sign, we record your name, email, IP address, browser and the time, together with a SHA-256 fingerprint of the document. You get a signed PDF with an audit certificate.

After signing, select Download signed PDF. A copy also comes by email.

#After the answer

Your team sees the answer on the deal right away. See Send a proposal and Contracts and e-signatures.

The page can also say This document was withdrawn., that the proposal expired, or This link is no longer valid. In these cases, ask the sender for a new link.

#Whose name you see

The pages you open from our emails show the name, logo, colors, address and Terms and Privacy links of the company or brand you deal with.