Is there a way to manually mark contract "won" if 1/2 of signatures are filled in
I only needed one signature but sent it to both of the client's emails. He signed it, and I need to mark the agreement won but it's still in the signing phase and I cannot edit the agreement.
Hi Lexi! Once a proposal has been signed, we lock down all edits to ensure the document remains legally binding, so there isn't a way to manually mark a proposal as 'won'.
We recommend creating your proposals with only the necessary signatures so you don't run into this issue (though we completely understand that it may happen from time to time). Thanks for your question, and don't hesitate to reach out to support@proposify.com if anything else comes up or you want more clarification.
Happy closing!
Helping businesses modernise their Financials, ERP, planning, budgeting and analysis applications. PH 0421 340 140
0
0
Hi Lexi,
I don't believe there is a way to manually mark it as won, however to confirm, just send a message to the team using the little chat box. They will get back to you quite quickly, and they are super efficient at answering any questions like this. I've always found them to be excellent!
Proposify is the online proposal software that gives you control and visibility into the most important stage of your sales process. The close. From deal design to sign-off, get the confidence and fle
With over 2.5 million reviews, we can provide the specific details that help you make an informed software buying decision for your business. Finding the right product is important, let us help.