ArcSite's eSignature feature allows you to collect legally binding signatures directly within your ArcSite projects. Whether you're managing contracts, agreements, or approvals, this feature streamlines the signing process, eliminating the need for paper-based signatures or external signature tools.
The eSignature tool is seamlessly integrated with existing Proposal templates, making it easy for you to start using it right away. Since the eSignature fields are pre-configured within these templates, all you need to do is enable the eSignature feature in your settings. Once activated, the signature fields will automatically appear in your proposals, ready to capture legally binding signatures without any additional setup. This streamlined approach allows you to focus on your projects while ensuring that your documents are signed quickly and securely.
Steps for setting up eSignature
Step 1. Navigate to your Settings Page and click Proposal Templates
Step 2. Toggle the switch to enable eSignature on digital Proposals
Step 3. Add Signature fields to your Proposal Template
If your Proposal template already had signature blocks then you are all set. Future Proposals will automatically have eSignature functionality enabled.
If you need to add Signature fields, click Create Template to create a new template.
Step 4. Click Add Block
Step 5. Click Signature
Red blocks indicate fields completed by eSignature functionality.
Select a block and click Add
When finished, click Publish to APP
This step ensures that your template is ready for use in creating and sending proposals with e-signature functionality.
Sending Proposals for E-Signature
Create a Digital Proposal:
Open the drawing where the proposal is based.
Ensure that the Legacy Estimate Mode is turned off in the drawing settings (accessible via the gear icon).
Send the Proposal:
Use the proposal creation and sending flow to deliver the proposal to the customer via email.
The customer will receive a link to review and sign the proposal electronically.
Adding eSign fields anywhere
The Paragraph Proposal Template block also supports adding eSign fields throughout your Proposal document.
Navigate to your template and click Add Block
Go to Paragraph and add.
In the Formatting Options, click Add eSignature
Collecting Customer Signatures and Initials
When the customer opens the proposal link, they will be prompted to sign and/or initial in the designated fields you set up in the template.
Once the customer completes the signing process, the signed proposal will be saved back into your ArcSite proposals for easy tracking and future reference.
Troubleshooting Common Issues
E-Signature Not Available: Verify that the e-signature feature is enabled in your account settings.
Customer Unable to Sign: Ensure that the proposal template includes a Signature block and that the email link was sent correctly.
