Multiple recipient support on Proposals and Estimates

Businesses will now be able to send as well as assign signature elements to multiple recipients instead of a single recipient inside the document

This also includes the functionality to assign the signature to the business user who is sending the proposal as well

Each recipient will receive a unique link that will allow them to sign only their respective portion of the document

Any recipient who has a signature field associated with them will be referred to as Signer and any contact that has been added to the document but does not have any signature field associated with them will be referred to as CC recipient

The signed PDF copy of the document along with the signature certificate will be generated after all the participants have signed/accepted the document

The signature certificate will capture information like IP address, location, viewed and signed date and time for all recipients who will sign the document

By default, the first recipient added will be designated as the Primary recipient of the document. This ensures that any custom fields are auto-filled with their information, and once all parties have accepted or signed the document, an invoice will be generated specifically for the primary client.