How to set up recipients and signatories
Click Create proposal.
Choose the client business first.
Choose the Main signatory — the main recipient, who is required to sign the proposal.
To add additional signatories or recipients, click + Add additional recipients and pick more of the client's contacts, or create a new contact right there.
To make an additional recipient a co-signatory, click the Required to sign checkbox. The proposal only takes effect when all signatories have signed.
A maximum of 11 combined signatories and recipients can be added to a proposal,
The client experience
Upon sending a proposal, all recipients receive an email indicating the actions they need to take. A 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.
Recipient roles
There are three roles a recipient can have: Main signatory, Required to sign (co-signatory), and Additional recipient. All of them are contacts on the client.
The Main signatory is the main recipient: they can view the proposal, select packages and optional services, add a payment method, and must sign. For now, invoices issued under the agreement are billed to the main signatory.
Co-signatories (a recipient marked required to sign) can view the proposal and add a payment method, and must sign — the proposal won't take effect until every signatory has signed. Signing the proposal doesn't give them client portal access; the main signatory can invite them as a team member later.
Additional recipients can view the proposal and add a payment method, but can't approve it. Viewing the proposal doesn't give them client portal access; the main signatory can invite them as a team member later.
Role | View proposal | Select packages & optional services | Add a payment method | Sign proposal |
Main signatory | ✅ | ✅ | ✅ | ✅ |
Co-signatories | ✅ |
| ✅ | ✅ |
Additional recipients | ✅ |
| ✅ |
|
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 view the proposal and add payment methods but cannot approve it.
Will additional recipients be added to my contacts list?
Will additional recipients be added to my contacts list?
Yes. Recipients are the client's contacts — anyone you add as a recipient is a contact on that client, and new people you create during the flow are added as the client's contacts.
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.
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.
Signatories receive an email with a "Review and Approve" button, including the proposal's introductory message.
How does the agreement look after it's signed with multiple recipients?
How does the agreement look after it's signed with multiple recipients?
All signatories' names appear on both the agreement PDF and the agreement page.
Will the additional recipients receive copies of the invoices?
Will the additional recipients receive copies of the invoices?
For now, invoices issued under the agreement are billed to the main signatory.
When issuing a one-time (ad-hoc) invoice, you can choose any of the client's contacts as the billing recipient.
Do additional recipients added to the client portal team?
Do additional recipients added to the client portal team?
No — signing does not add them to the client portal. If they were already part of the client portal before, they remain; otherwise the main signatory can invite them as team members if needed.