Sending an E-Sign Project Proposal

Derek Torres
Derek Torres
  • Updated

In NorthBoundary, you can email an E-Sign Document to your customer to get a digital signature easily and sell your proposal faster!

Sending an E-Sign Project Proposal

  1. On the Navigation Bar, click Project Mgmt.
  2. Search and select the relevant Proposal.
  3. Click the Proposal Tab.
  4. Make sure your Proposal is set up and has been Saved.
  5. Click the Print Proposal button. This will open the Print Proposal Menu.
    Screenshot 2023-11-29 at 2.12.03 PM.png
  6. The Select Program drop-down will pre-populate with the program type selected on the Agreement section on the Proposal menu. You can also manually select which coverage or proposal type you want to save.
    • Note: You can click to select or deselect any additional sections, but a Program must be selected to save.
  7. Click the eSign button.
  8. Watch the video below for further instructions:

Viewing a Signed E-Sign Proposal

  1. On the Navigation Bar, click the E-Sign button.
  2. On the eSign Management page, search for the eSign document.
  3. Click the dropdown arrow next to the relevant document.
  4. Click the Signed Document button. This will open the signed .pdf file that you can download or print.
    Signed Doc.jpeg

Viewing your E-Sign Proposal History

  1. On the Navigation Bar, click the E-Sign button.
  2. On the eSign Management page, search for the eSign document.
  3. Click the dropdown arrow next to the relevant document.
  4. Click the More Info button.
    MOre Info.jpeg
  5. This will open a detailed Document History, including when the document was sent, viewed, and signed.
    Screenshot 2023-12-19 at 3.50.48 PM.png

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