Ability to Have More than ONE Signer | Payments

Ability to Have More than ONE Signer

in progress

Ben Rutledge

Currently, it seems that the new proposals and estimates feature only allows ONE signer per document. Many, many contracts have more than one signer to them. For instance many marketing agency service agreements have a representative of the agency as well as the client sign them.

August 17, 2023

Sales & Marketing

Merged in a post:

Multiple Signers in Proposals

Jeremy Shick

Many proposals need to be able to allow multiple people to sign. Give the ability to attached multiple contacts to the proposal, choose which person needs to sign where, and the ability to assign a Team member as a signer as well.

August 20, 2023

4 days ago

Sales & Marketing

Merged in a post:

multiple signatories for one doc

Nathan Miller

I use sign.zoho.com for digital signatures. It lets me pass the document from one person to the next, and can collect multiple signatures on a single document. I'd love to see this feature added to Estimates & Proposals.

August 18, 2023

4 days ago

Sales & Marketing

marked this post as

in progress

Cody Tuma

This is a must!

Jeff Armstrong

Cody Tuma: 100%

Marcel E Platt

I agree. Most all my contracts have to be signed by at least 2 people. So multiple signers would be a great addition. Thanks.

Cody Tuma

Marcel E Platt: 100%

Sales & Marketing

marked this post as

planned

Lisa Hines

Yes, one signer is a unilateral contract. In my state you need a bilateral contract to be legally binging: the provider(s) (me), and the recipient(s).