Your proposal has been completed and sent to the customer — now it’s time to guide them through it. This video will show you exactly what your customer sees, so you can confidently walk them through each step!
Articles in this section
- How eSignatures Are Verified in Sales Builder Pro
- Guiding Your Customer Through eSign Toolkit
- Pro Tip: Understanding "Signature on File" in the App
- Pro Tip: How eSign Toolkit Helps You Win One-Legged Calls
- Pro Tip: Saving My Order - What do I do when my customer declines my offer?
- Pro Tip: Customize the Option Name
- Pro Tip: Final note with expiration date
- How to Remove Proposals from the eSign Link
- How does the customer "change their mind" after acceptance or decline?
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