Mobile: How to E-Sign a Proposal
Discover the ease of e-signing proposals right from your mobile device. Learn how to navigate through proposals, e-sign them, and print them for your convenience.
Covered here:
E-signing proposals
Carefully review your proposal. Within it, you may discover the terms of services your firm provides, a price list, invoices (including recurring ones) or even requests for automatic payment, along with any other useful information your firm decides to include.
To review and sign a proposal, follow these steps:
1. Tap on the name of the proposal.
2. Review the contents of the proposal, the services offered or invoices (if any), and tap the Next button.
3. On the Sign & accept screen:
1) Tap the Your signature box
2) Toggle Accept terms
3) Tap Complete
Done! Your accountant will be notified that you have finished filling out the organizer.
Adding a handwritten signature
Not everyone accepts typed signatures, but you can always create a handwritten one:
1. Click the My signature or Initials field.
2. Switch to the Draw tab, then sign using your finger on the screen.
3. Click Sign.
Proposals, explained
Proposals and engagement letters are used to define the scope of engagement between you and an accounting or tax preparation firm. Your accountant creates a custom proposal specifically for your situation. Usually, you have to sign the proposal electronically before the firm begins working on your documents.
Once you have a pending proposal, you’ll see a notification in the Home section under Proposals & ELs. Click the notification to open the proposal.
To see all proposals that need your attention, tap the Proposals & ELs button in the Home section or the same button in the More section.
You’ll find the following information about your proposals here:
- Name: The name of the name.
- Date: The date the proposal was signed (only applicable to signed or unfinished proposals).
- Status: If you have signed the proposal, the date of e-signatures will be displayed as the status. If the proposal has not yet been e-signed, the status will be Pending.
- Status icon: Proposals you have already signed have the green check mark. Proposals you began filling out but have not yet completed will have the grey clock mark. Pending proposals have have no icon.
Click Load More to see other proposals waiting for your action.
Printing & downloading proposals
You can easily print or download any proposal, whether pending or signed. Long-press the proposal and select Print or Download.
