Getting Started With Details
Education & Learning
What do I do if I accidentally signed my client's proposal?
Problem: You clicked accept and sign and signed your client’s proposal.
Solution: Have your client sign the proposal to override yours. Alternatively, if you don’t want your client to see your name, click 'View on the Proposal page to view the proposal. Click 'Accept & Sign' again. In the name field, click the space bar a couple times. This counts as typed characters. Once complete, it will be “signed” with a blank name.
“Re-sign” it to remove your signature:
After (no signature, but the date will still show):
Special Note: Want to sign the proposal? Use the Company Representative signature space, located on the summary page within the editor. Check out the article: How do I edit the proposal template?