E-sign a proposal
Proposals and engagement letters are used to define the scope of engagement between you and a firm. Your accountant creates a custom proposal specifically for your situation. Usually, you’ll need to sign the proposal electronically before the firm gets started on the work you are requesting.
E-Signing a proposal
Carefully review your proposal. Within it, you may discover the terms of services your firm provides, a price list, invoices (including recurring ones) or even requests for automatic payment, along with any other useful information your firm decides to include. To review and sign a proposal, follow these steps:
- Click Sign proposal in the Your to-do list block on the Home page or on the Proposals & ELs page.
-
Review the contents of the proposal, the services offered or invoices below (if any). If there are several service packages included, select the one that works best for you.
-
If requested, select the payment method or add a new one by clicking +Add payment method and entering your payment details . For multiple signers, adding the payment method only once is sufficient.
-
Click on the My signature button to e-sign the proposal, then accept the terms by selecting the checkbox at the bottom. That’s it!
The date will be automatically added so you can click To client portal to go back to the home page.
- Tap on the name of the proposal.
- Review the contents of the proposal, and tap the Next button.
- Review the services offered or invoices (if any). If there are several service packages included, select the one that works best for you.
- On the Sign & accept screen:
a) Tap the Your signature box.
b) Toggle on Accept terms.
c) Tap Complete.
Done! Your accountant will be notified that you have signed the proposal.
Adding a handwritten signature
Not everyone accepts typed signatures, but you can always create a handwritten one:
-
Click the My signature or Initials field.
-
Switch to the Draw tab, then sign using your finger on your mouse pad or by using your mouse.
-
Click Insert.
-
Click the My signature or Initials field.
-
Switch to the Draw tab, then sign using your finger on the screen.
-
Click Sign.
Your Proposals & ELs page
You can always get access to all proposals received.
Go to your Proposals & ELs page from the top sidebar. You’ll find the Your to-do list block with proposals pending signature or payment details update on the top of the page. The proposal list goes down from it.
You’ll see the following information:
-
NAME: This is what the proposal is called.
-
STATUS: If the proposal is fully signed, the status reads SIGNED. If the proposal is not fully signed, the status reads PENDING.
-
DATE: The date is the day the proposal was sent to you.
-
SIGNED: The first figure is the number of users linked to the account who have signed the proposal; the second is the total number of signatories required to sign the proposal.
To sort your proposal list to find specific ones, click on the up-down arrows next to the NAME, DATE, or STATUS column header.
Once you have a pending proposal, you’ll see a notification in the Home section under Proposals & ELs. Click the notification to open the proposal.
To see all proposals that need your attention, tap the Proposals & ELs button in the Home section or the same button in the More section.
You’ll find the following information about your proposals here:
-
Name: The name of the name.
-
Date: The date the proposal was signed (only applicable to signed or unfinished proposals).
-
Status: If you have signed the proposal, the date of e-signatures will be displayed as the status. If the proposal has not yet been e-signed, the status will be Pending.
-
Status icon: Proposals you have already signed have the green check mark. Proposals you began filling out but have not yet completed will have the grey mark. Pending proposals have have no icon.
Click Load More to see other proposals waiting for your action.
Customize proposals list
You can customize your proposals list in various ways. For example, you can enable, disable and move columns to your liking.
To do it, click the gear icon at the top right of the table. Here, you can select the columns you want to be displayed and change their order. You can enable, disable, or move any columns you want, except for the Name column.
After clicking Apply, the table will be rebuilt with the new settings. Clicking Reset will display all columns.
Printing a proposal
Print any proposal, whether it is pending signature or signed.
Click on the name of the proposal to open it, then click the Other drop-down at the top of the page and select Print.
Long-press the proposal and select Print or Download.
The signed proposal is still pending
If you’ve signed a proposal, but it is still in Pending status, it means that it needs to be signed by additional users of the account (for more details, go here ).
Accountants might request signatures from all users of an account or just one of several. If one of the users required to sign hasn’t done so yet, the proposal remains in Pending status in the Proposals & ELs page. You’ll also see any empty awaiting signature fields on the proposal itself.
Share
Was this article helpful?
Share
Save