We offer a feature that allows Org Admins to add e-Signature / e-Initial spots anywhere in your text-based proposal.
After successfully logging into your Hover account, click the initials in the upper right corner of your screen
Select Manage Workflows from the dropdown menu
Select Proposal from the lefthand menu
Signee preferences
You have the option to define how many signee options should be included in the proposal.
Use the dropdown menu to change the preference to (1) or (2).
If you select (2), there will be spots in the proposal for two individual customer signatures, should they proceed with the sale.
Once you make a signee preference (1 or 2), you can navigate to any of the proposal sections you've created and see a new option for Signature.
Clicking the Signature dropdown will provide options for Signee 1 and Signee 2 to initial or sign. When you select any of these options, a tag will be placed wherever your cursor is placed in the content section.
Here's a short video showing the process:
As shown in the video, always add a space and comma between the first and second tag.
Once you place signature/initial tags anywhere they're needed, click Save and then do the same process in any other sections you've created that require homeowner initials/signatures.
Signing a proposal
Once the homeowner(s) agree to the scope of work, you can either have the homeowner(s) sign the contract onscreen by tapping/clicking Onscreen eSignature, or they can request the signature(s) through their email by tapping/clicking Request email eSignature.
If they request the signature via email, then each homeowner will receive an email of the contract that they can sign:
By clicking the Review & Sign link, the homeowner(s) can see the Contract via HelloSign.
Once all homeowners have signed, all homeowners and the contractor will be emailed the signed copy of the proposal. Here's an example of a confirmation email via HelloSign:
If you have any questions or concerns about the feature, please contact your Hover representative for assistance.