We're rapidly making improvements and the platform may or may not look the same as shown in the video, but the concepts remain the same.
Objective
In this video, I walk you through the process of setting up your proposals, focusing on how to send digital rate cards and obtain electronic signatures efficiently. I highlight the importance of customising your proposals with brand colors, cover images, and terms and conditions. Additionally, I explain how to designate a key signatory to streamline the signing process. Please make sure to follow along and prepare your proposals for our next steps.
Field Mapping
This will help you understand what each form field does.
Contract Settings
Fields that are mandatory are marked as * in the end.
Field Name | Description |
Cover Image* | Short form of the logo to be used as favicon, in proposals and instant quote forms.
|
Terms & Conditions * | Logo to be used to brand the platform, in proposals and communications with your customers.
|
Organisation Name* | Your company name, used in proposals and communications with your customers. |
eSignatures
Fields that are mandatory are marked as * in the end.
Field Name | Description |
Full Name* | First and last name of they key person responsible to approve and sign the pricing proposals. |
Initials* | Initials that go on every page of proposals (on switched on for countries that legally need them). |
Email Address* | Email address of the key person responsible to approve and sign the pricing proposals. |
Job Title* | Job title of the key person responsible to approve and sign the pricing proposals. |
If the above doesn't help, give us a holler and our support team would love to help out.