The client signature flow has now been improved in Estimate Rocket.

Now the proposal total does not show on the main project page to encourage (force) the client to open the actual document to review and sign. 

Signatures only need to be done once and can be dropped into multiple spots on the proposal.

Option Groups are much more clearly identified as options and the accept / exclude choices are more vivid for the client to understand and select.

The project total at the bottom of the line item area changes with each optional group that is accepted / rejected. This will allow the client and sales person to see the running total as groups are accepted or excluded.

Example videos:

• Client signing a proposal with a single area
• Client signing a proposal with an optional group
• Client signing a proposal in multiple spots that has an optional group

Video - Proposal with Single Area - Single Signature

Video - Proposal with Optional Area - Single Signature

Video - Proposal with Optional Area - Multiple Signatures