Using Digital Signatures on Proposals in Britixo CRM.

📘 Introduction:

Britixo makes it easy for clients to accept proposals with a legally valid digital signature. This speeds up the approval process, enhances security, and keeps records properly stored within the CRM. No printing, scanning, or back-and-forth emails required.

🧭 Step-by-Step: Enable Digital Signature

✍️ 1. Create or Edit a Proposal

• Go to Sales > Proposals
  
  

• Click New Proposal, or open a draft
  
  

✅ 2. Enable the Signature Requirement

Scroll to the bottom of the proposal form.

Tick the checkbox:

• Require Customer Signature
  
  

This will ensure that the client must sign the proposal digitally in order to accept it.

📌 If this box is not ticked, the client can accept the proposal with a simple confirmation—without a signature.

📧 3. Send the Proposal to the Client

• Click Send to Email from the proposal page
  
  

• The client will receive a link to view the proposal online
  
  

They will now see a “Sign & Accept” button, and a signature input area.

🖊️ Client Signature Experience

When the client clicks “Sign & Accept”, they can:

• Draw their signature using a mouse or finger
  
  

• Submit the acceptance securely
  
  

The proposal will be updated to Accepted, and the signature will be logged and stored.

📜 View Signed Proposal

Staff can:

• Open the proposal
  
  

• Scroll to the bottom to view the Signature Block
  
  

• Client’s full name
  
  

• Signature image
  
  

• Date and time of signing
  
  

• Optionally download a PDF copy with the signature included
  
  

🔐 Notes on Signature Validity

• Signatures are digitally recorded and timestamped
  
  

• Proposals with signatures cannot be edited after acceptance
  
  

• The system stores the IP address and contact identity for verification
  
  

✅ Tips:

• Enable digital signatures by default in Settings > Sales > Proposals
  
  

• Mention acceptance terms clearly in the client note
  
  

• Signatures help avoid disputes and streamline legal compliance.