Signing example
Sign a business proposal online
To sign a business proposal online, put every field on the acceptance section and nothing on the pages before it, so the client reads the price before reaching the pen. This envelope carries the four page Northshore Digital proposal to Verity Dental Group from the documents examples: the client signs first in the For Verity Dental Group block on page 4, then Northshore countersigns in the block beside it.
The document itself is written out in full on its own page: read the wording there. This page is only about signing it.
Who signs what
- Prakash Iyer, for Verity Dental Group, signs first
- Signature in the For Verity Dental Group block on page 4 · Name, filled from his recipient row · Title, typed · Stamped date of acceptance · Email link
- A Northshore Digital director countersigns second
- Signature in the For Northshore Digital block on page 4 · Name, filled from the recipient row · Title, typed · Stamped date · Email link
The signing journey
Step 1
Two recipients, eight fields, all on page 4
The proposal's Acceptance section prints two blocks, For Northshore Digital and For Verity Dental Group, each with Name, Title and Date lines. Each recipient gets a signature, a name field, a text field on the Title line and a date. Pages 1 to 3 carry nothing.
Step 2
No check in front of a proposal
A proposal is a document the sender wants read, so there is no access code and no emailed code on this envelope. The link opens the document straight away. Where the stakes justify more friction, the same envelope can carry either check per recipient.
Step 3
The client signs first
With Sign in order on, only Prakash is invited. His name arrives prefilled from the recipient record, so he types his title and draws his signature. The date field printed Sep 12, 2026 from the moment he submitted, inside the proposal's validity date of 18 September 2026.
Step 4
Northshore countersigns
Only once the client's block is stamped does the Northshore director receive a link. Their countersignature confirms the agency is bound to the price and timeline it offered, and the 50 per cent deposit falls due on acceptance under the payment terms.
Step 5
One certified acceptance
The listener certifies the PDF after the second signature and emails the accepted proposal to both signers and the sender. The certificate records both signers on Email link with IP addresses, consent timestamps, both document hashes and the full event log.
Every field, and who fills it
Eight fields, two people, all in the Acceptance section on page 4. Each block takes a signature, a name field filled from the recipient row, a typed title on the Title line and a date stamped from the moment of submission, with no box to type a date into. The sender cannot pre-type a value into any of them, because the editor offers a field label and a Required switch and nothing else, so each title on the page is the signer's own entry.
How to adapt this envelope
First, where a proposal offers options, add a line for each on the acceptance page and a checkbox beside each one, left optional so the client marks one; the stamper prints an X in the box that holds a value. Second, where the client's finance lead approves the spend, add them as another recipient ahead of the agency. Third, where a purchase order number has to appear, add an optional text field for it, which is what the quote acceptance example does.
What the sender sees while waiting
The status page shows a badge per recipient that moves from Waiting to Viewed to Signed, with the audit trail underneath timestamping each move. A proposal that has been viewed and not signed for several days is a phone call rather than a mystery. One still on Waiting can be chased with Resend, which sends a fresh link to the same stored address; if the address itself was wrong, void the envelope and send a new one to the right address.
What makes this signing flow work
The price accepted is the one on the page
The proposal carries one fixed price, $48,600 including GST, broken into five investment lines above the acceptance section. Signing on page 4 after that table means the certified file shows exactly what was accepted, including the exclusions for hosting, content writing, third party licences and advertising.
The agency signs second, because the proposal asks for both
The document prints a block for each side, so both are filled. Putting the client first means the agency only ever countersigns an accepted proposal, and a client who declines never triggers a Northshore signature at all.
No fields before the acceptance page
Leaving the price table, the phasing and the exclusions free of fields keeps the client scrolling through them. The portal counts one signature spot, so nobody is jumped past the numbers straight to a signature they have not read up to.
Questions people ask
What does signing the acceptance commit the client to?
Everything the four pages set out: a fixed price of $48,600 including GST, a 50 per cent deposit of $24,300 on acceptance and the other half before go live, a 14 week project starting the week of 5 October 2026, and a 12 month technical warranty. It also accepts the exclusions, so hosting, domains, ongoing content, third party licences and paid advertising sit outside the price.
Is a typed signature valid on an acceptance?
The portal offers a drawn pad and a typed name and treats them the same way. A typed name is rendered to an image, hashed, stored and stamped exactly as a drawing is, with the same consent record and IP address. Whether acceptance forms a contract is a question for your jurisdiction.
Why does the agency sign after the client?
Because the proposal is the agency's offer and the client's signature is the acceptance. The document still prints a For Northshore Digital block, so the agency countersigns to confirm it is bound to the same terms. Sign in order puts that second, so Northshore never signs a proposal the client has not accepted, and a declined proposal ends without an agency signature.
What if the client wants to change the scope?
The PDF is fixed once sent, which protects both sides from a quietly edited proposal. The honest path is to decline with a reason, which emails the sender that reason, then issue a revised proposal as a fresh envelope with its own certificate.
Does the envelope expire with the proposal?
They are two separate clocks. The proposal's validity runs to 18 September 2026, thirty days from its 18 August issue date, and is printed in the document itself; the envelope stops working thirty days after it was created, whatever the document says. Past that the link reports that the signing request has expired and a fresh envelope goes out.
Can the sender withdraw a proposal after sending it?
Until it is completed, yes. Withdrawing voids the envelope, kills the live links so they answer that the document was withdrawn by the sender, and emails anyone who had not yet signed. A completed envelope cannot be withdrawn, so a revision has to beat the agency's countersignature, which is the last step here.
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Make one like thisOther signing examples
Sign a reseller agreement online
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Sign an order form online
An order form is a quotation waiting for two numbers: the quantity on each line and a signature under it. This envelope turns the Sandbar Safety Supplies quotation into an order by giving the buyer a typed box in each line of the product table, then a signature on the next page, with the account manager countersigning to release the order to the warehouse.
Invoice approval e-signature, manager then finance
An approved invoice has to show two different people checked two different things, in an order nobody can shuffle afterwards. This envelope carries Lantern Creative's two page tax invoice INV-2026-0217 to Meridian Property Partners, with a one page approval sheet appended as page 3. Meridian's department manager signs, dates and types a cost centre first, then its finance officer does the same and names the payment run.
Want the steps in the builder? Read Send a PDF for e-signature, then Send a document for signature. For everything this generator can do, see the signing flow maker.
Written and checked by the OneCraft team. Last checked .