The Multiple Signatures feature is currently in BETA. Please reach out to us at [email protected] if you would like to opt in!

If you are engaging with a partnership or individual entity that requires multiple signatures, you now have the ability to simply add additional signatories to one proposal!

Let's learn about the multiple signatures feature in Practice Ignition.

Table of Contents:


Number of signatories per plan

Please note: Multiple signatures are only available on Professional and Scale plans in our New Proposal Editor experience.

On the Professional plan, you will have a maximum of 2 signatories on a proposal.

On the Scale plan, you will have a maximum of 10 signatories on a proposal.


How to add multiple signatures to a proposal

Adding an additional signatory to a proposal is easy!

  1. Create a new proposal and select a client.

  2. In the Signatories dropdown menu, choose the additional contact(s) that you want to send this proposal to in order for them to sign.


    If you do not have the secondary contact details saved, you can add them in by clicking Edit Client → Add Another Contact. Remember to press Save Client when done!

  3. Click on the 3 dots beside the contact to edit their details, nominate as the primary signatory and to remove them from this proposal.

  4. Continue building your proposal out as usual.


Roles of primary vs secondary signatories

Primary signatories are responsible for selecting an option and adding payment details if an options proposal or a proposal with payments is sent.

Once the primary signatory has signed the proposal, all secondary signatories will be notified through email immediately so they can also sign the proposal.

Secondary signatories will not be able to select an option or add payment details. They will see what the primary signatory has selected once they open the proposal and will only be able to view and sign the proposal.


Client Notifications

There are a few different notification emails that will be sent out

  • The “heads up” email

  • The New Proposal email

  • The Proposal Accepted confirmation email

The “Heads Up” email

The “heads up” email is an email that all secondary signatories receive when a proposal with options or required payment methods is sent.

It advises the secondary signatories that the proposal can be signed once the primary signatory has signed. This helps maximise awareness and speed to signature for all secondary signatories.

The secondary signatories have the ability to click the link to view the proposal in the meantime.

The New Proposal email

The New Proposal email is the main email that gets sent to your client which contains the link to view and sign the proposal.

Primary signatories will receive this immediately when you send the proposal. Secondary signatories will receive this email after the primary signatory has signed the proposal.

The Proposal Accepted confirmation email

The Proposal Accepted confirmation email is the confirmation email that gets sent to all signatories once the proposal has been signed by them.

It contains a link to the proposal in PDF form.

Reminder emails

Proposal reminder emails will be sent out as per your nominated setting in your Settings → General tab.

If a proposal with options or payment details is sent, primary signatories will receive proposal reminder emails first.

Then once the primary signatory has signed, proposal reminders will start to be sent to all secondary signatories.


Client Proposal Views

Once a proposal has been sent or when it has been moved to an Awaiting Acceptance status, a live client proposal link will be generated for each signatory.

When you click into the proposal summary, you can find their live proposal link by clicking into each signatory on the left hand side.

If you ever need to send the live client links in other forms of communication (email, text message...etc), you can copy and paste these links at your discretion.


Revoking a proposal

If you need to revoke a proposal for any reason (e.g. made a mistake, proposal no longer valid, need to change, remove or add a service), you are able to do so as long as the proposal has not been signed by all signatories.

As soon as the proposal is revoked, the signatories will not be able to access the proposal and a ‘proposal revoked’ notification email will be sent to all signatories on the proposal.

The state of the proposal changes from Awaiting to Draft so you can make any changes you want.

If you re-send the proposal, all signatories will need to sign for the proposal again just like a brand new proposal.


Zapier impacts

Proposal accepted trigger

If a multiple signatory proposal is sent out, the Proposal accepted trigger will only activate when ALL signatories have signed the proposal.

This includes if you have accepted on behalf of one or more signatories.

Data inclusions

For a multiple signatory proposal, the following triggers will include the names and email addresses of all secondary signatories as data elements:

  • Proposal accepted

  • Service accepted by client

If the proposal has been accepted on behalf of a signatory, then the data will indicate which particular signatory has been overwritten.


Placeholders

If your terms template or notification templates contain the placeholders {{ contact.name }} and {{ signature.client }}, Practice Ignition may change the information generated to the primary signatory for sake of clarity, depending on what screen your clients are on.

Client Accept Page (the live proposal)

  • {{ contact.name }} - Defaults to the name of the contact receiving the email

  • {{ signature.client }} - Defaults to the signature of the individual signing the proposal

The Proposal PDF Summary

  • {{ contact.name }} - Defaults to the name of the primary signatory

  • {{ signature.client }} - Defaults to the signature of the primary signatory

Did this answer your question?