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      Viewing, accepting, and signing proposals
      • 03 Jul 2024
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      Viewing, accepting, and signing proposals

      • Updated on 03 Jul 2024
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      Article summary

      1. From the Home screen or the menu, select the Proposals button. Then, select a proposal from the displayed list to view its details or pay the invoice. 
      2. Review the proposal details and select View to see the PDF document.
      3. Select Sign to display the Signature Pad and apply your electronic signature.
        Optional: To select optional services, select the boxes next to the optional services you want and leave the services you do not want clear.
      4. Use the provided area to sign the proposal electronically.
      5. Select Accept & Sign to confirm your signature and accept the proposal.
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