When you send a proposal to your contacts through GleanQuote, they will receive an email with a link to open the proposal.
These links are unique to each person you send the proposal. Each proposal signer has an individualized link used for tracking purposes, so the link from the email notification should not be forwarded or shared. Each person should access the link from their own notification email.
When the Open Proposal link is clicked, a web page is displayed in the browser with the HTML version of your proposal. This page is the GleanSpace for the proposal and it is where your customers will view and sign your proposals. GleanSpace is mobile responsive and can be displayed on any device.
From this page, you can download the proposal using the download PDF button. The drop down in the top navigation enables you to jump to different sections of a proposal. The menu button on the right displays if additional menu items have been added in the GleanSpace settings, or there are multiple proposals attached to this GleanSpace.
There signing controls are in the upper right and the counter lets you know how many places on the proposal require your input (either input fields or signature). Clicking the Next button will automatically scroll the proposal to the next spot that requires input or signature.
Input fields are displayed with an orange button with the name of the field and a pencil edit icon. When you click the input field button, the cursor automatically becomes active in the field and you can start typing your input. When you are finished, simply click anywhere outside of the field and the field will display a green highlighted border to indicate the action has been completed. You can click back into the field and edit your input anytime.
Signature fields are displayed with an orange Sign Here button.
Once the signer clicks the Sign Here button, a signature modal will be displayed for them to type their signature and accept the e-sign conditions that make their signature legally binding.
Your signature will then display on the proposal with the date fields automatically populated.
Once all input fields and signatures have been completed on the proposal, the bottom counter button will change from Next to Finish and Submit. The Finish and Submit button must be clicked in order to lock in the signature and complete the actions.
Once you click the Finish & Submit button, then a completed confirmation will display:
Once all signers have signed the proposal, each person will receive an email notification with a link to the pdf of the completed/signed proposal.
AUDIT TRAIL
You can include a signature audit page in the completed pdf, which will have time stamps and ip addresses of all of the events related to the electronic signing of the document. This page can be included by toggling on Audit Trail in the Proposal or Proposal Template settings.
If the Audit Trail toggle is ON, then once a proposal is completed, an audit trail page will be appended as the last page in the proposal pdf.