Blueprints

Send a Proposal to a Client

1. Log in to Zoho Sign: a. Open the web browser and go to Zoho Sign. 2. Access the Document Module: a. Once logged in, navigate to the "Documents" module. 3. Create a New Document: a. Click on the "+ New Document" button. 4. Choose the Proposal Document: a. Upload proposal template from Google Docs er or choose one from your existing documents in Zoho Sign. 5. Place Signature Fields: a. Drag and drop signature fields onto the document where signatures are required. You can also add other fields like name, date, etc. 6. Configure Document Settings: a. Click on the "Settings" tab to configure document settings, such as the order of signing, reminders, etc. 7. Add Recipients: a. Enter the email addresses of your clients as recipients. Specify their roles (signer, approver, etc.) and order of signing. 8. Message and Subject: a. Write a personalized message to your client in the email body. b. Add a subject line indicating that it's a proposal for their review and signature. 9. Send for Signature: a. Click on the "Send for Signature" button. 10.  Review and Confirm: a. Review the document, recipients, and settings. Confirm that everything is set up correctly. 11. Send the Proposal: a. Click on the "Send" button to dispatch the proposal to your client. 12. Monitor Status: a. Once sent, you can monitor the status of the proposal in the "Documents" module. Zoho Sign will notify you when each recipient views and signs the document. 13. Client Receives Email: a. Your client will receive an email with a link to the proposal. They can click the link to review and sign the document. 14. Document Signed: a. Once all recipients have signed, you will be notified, and you can access the signed document in the "Completed" section.

Jack Burrows
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