Browse all Help Center topics
Help Center / Documents & approvals / How e-signatures work
How e-signatures work
What a client does to sign a proposal or contract, and what that means.
When a client accepts a proposal or contract, they sign electronically in their portal:
- 1
They type their full legal name
That typed name is their signature.
- 2
They confirm they agree
A statement beside the box says that typing their name is their electronic signature, legally binding and equivalent to a handwritten one.
- 3
They accept or decline
They can add an optional note for you first.
- The response is recorded against the proposal or contract with the time it happened, and shown to your team.
- Clients can only respond to items sent to their own company.
- A decline is recorded too, with their note, so you know why.
Typed-name signatures are widely used for everyday agreements. If your situation needs a specific type of signature (certain regulated or cross-border documents, for example), check with your lawyer.
Didn't find what you needed?
Our team responds to every message personally.