Multiple Signatures Feature

As an online proposal creating & signing tool, Proposify allows users to add a signature button for each signee on the proposal for digitally signing and closing the deal. However, the signing process could be more complicated in some industries and companies than how the current signature feature works. Sometimes, contracts must be combed over by countless company executives. Details of agreements in different sections need to be signed multiple times. Initials are required for making sure clients have confirmed every term on almost every page. With the growth of the company, we are receiving more and more feature requests for adding multiple signatures for a signee on a proposal.

For understanding the user needs, we collected all related requests for this feature from Intercom, following by analyzing, summarizing and refining these needs into specific design goals.

  • For creating proposal editing process: allow users to add multiple signature buttons for each signee with the full name or initials. Able to change the signing order of multiple signees easily.
  • For reviewing proposal process: make it easy for users to check if each spot on the pages that need to be signed has the signature button placed correctly.
  • For signing proposal process: signees can find the places that need to be signed in a proposal easily and sign all these places quickly.

The flow for adding new signees.

Add signature buttons at different spots on the proposal by dragging & dropping.

Add signature buttons at different spots on the proposal by dragging & dropping.

Feature flow for creating pins by selecting images with links attached from the media library.

Feature flow for creating pins by selecting images with links attached from the media library.