Proposals can be sent to multiple recipients, and it is possible to specify who must sign them, ensuring all relevant parties are informed and the right people are signing.
Let's learn how to set up a proposal with multiple recipients and define signatories.
What’s in this article?
How to Set Up Multiple Recipients and Signatories
Click ‘Create proposal’.
Specify the proposal’s primary contact.
Click on '+ Add additional recipients' to enter the additional recipients' first and last names and email addresses. You can add up to 10 recipients to a proposal.
To specify signatories, tick the checkbox ‘Required to sign’. The proposal will only take effect when all signatories have signed.
The Client Experience
Upon sending a proposal, all recipients receive an email indicating the actions they need to take. A new section on the proposal's first page displays the additional recipients' first name, last name, and email, with a clear badge indicating who needs to sign. The badge updates to 'Signed' once a signatory has completed their action, making it easy to track the proposal's progress.
Here's what you can see when you preview the proposal:
Primary, Recipient, and Signatory Roles
There are three roles that recipients can have in a proposal: Primary Contact, Additional Recipient, and Signatory. Each role has specific permissions to ensure that proposals are managed effectively and that the right actions are taken by the right people.
The Primary Contact is the only one added to the client business, allowing them to manage the account, approve amendments, handle invoices, and address any related issues.
An Additional Recipient who is not required to sign can view the proposal and add a payment method but cannot approve it. A Signatory can view, add payment methods, and must sign the proposal; the proposal will not take effect until all required signatories have signed.
The following table summarizes each recipient's permission:
Role in proposal | View Proposal | Select Packages | Choose optional service | Add Payment Methods | Approve Proposal (sign) | Added to Client Business |
Primary Contact | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ |
Additional Recipient | ✔ | ✘ | ✘ | ✔ | ✘ | ✘ |
Signatory | ✔ | ✘ | ✘ | ✔ | ✔ | ✘ |
Frequently Asked Questions
Can recipients without a signatory permission approve a proposal?
Can recipients without a signatory permission approve a proposal?
No, additional recipients can only view the proposal and add payment methods but cannot approve it.
How many additional recipients can I add to a proposal? Is it going to change my plan or cost me anything?
How many additional recipients can I add to a proposal? Is it going to change my plan or cost me anything?
You can add up to 10 additional recipients to a proposal. There are no additional fees - you only pay $5 per payment. 🙃
What happens if I need to edit the recipients?
What happens if I need to edit the recipients?
Click 'edit proposal' so it can be withdrawn and recreated with the needed changes.
Will additional recipients be added to my contacts list?
Will additional recipients be added to my contacts list?
No, additional recipients are not added to the contacts list.
How are recipients notified that they need to review a proposal?
How are recipients notified that they need to review a proposal?
Recipients without signatory permissions receive an email with a "View" button, highlighting their action item. The email contains a static message saying, "Our agreement is ready for your review," ensuring they know their responsibility to review the proposal.
How are recipients who need to sign notified that they need to sign?
How are recipients who need to sign notified that they need to sign?
Signatories receive an email like other recipients, but their email specifically features a "Review and Approve" button, clearly highlighting their action item. The email includes the proposal’s customizable introductory message, ensuring they are fully aware of their responsibility to sign.
How does the agreement look after it's signed with multiple recipients?
How does the agreement look after it's signed with multiple recipients?
Once the agreement is signed by multiple recipients, all names of the signatories appear on both the PDF of the agreement and the agreement page.
Will the additional recipients receive copies of the monthly invoices?
Will the additional recipients receive copies of the monthly invoices?
No, only the primary contact is added to the client business and receives monthly invoices. If desired, the primary contact can add other relevant recipients as team members later so they can receive invoice copies.
If additional recipients are set to sign, do they get added to the client portal team?
If additional recipients are set to sign, do they get added to the client portal team?
No, additional recipients are not added to the client portal, even if they are required to sign—only the primary contact is added.
If the additional recipients were already part of the client portal before, they will remain, but signing the proposal does not automatically add them. Any additional recipients must be invited separately as team members if needed by the primary contact.