Two proposal settings control what your customer can do when they open a proposal:
Require a signature before approval
Let the customer choose which parts of the proposal they want to purchase
Both settings are off by default and can be configured for an individual proposal or a proposal template.
Find the settings
On the web
You can configure these settings in two places:
Where | Applies to |
Proposal → Review & send → Send → Configure | That proposal only |
Favorites → Proposals → open a template → Configuration | New proposals created from that template |
Under an individual proposal:
Under Favorites:
In the mobile app
Both settings are available in the Configure sheet:
On Review & send for an individual proposal
In Favorites → Edit proposal template for a template
The settings appear in this order:
Signature
Customer choice rules
Install details
Subtotals
A template passes these settings to new proposals created from it.
After the proposal is created, its settings are independent. Changing the proposal does not change the template, and later template changes do not affect existing proposals.
Require a customer signature
Turn on Require the customer to sign when approving.
When enabled, the customer must provide a signature before approving the proposal.
How the customer signs
Signing happens in the customer's web browser from the proposal link you send.
The Signature section gives the customer two options:
Draw — sign with a finger, stylus, or mouse
Type — Duranta creates a script-style signature from the name entered in Your name
When using Draw, a clear button appears after the customer starts signing so they can erase the signature and try again.
On phones and tablets, the signature section opens on Draw.
On desktop, it opens on Type.
View the completed signature
After the proposal is approved, the signature is saved with the approved proposal.
Open the approved document to see:
The signature
The signer's name
Signed
The date and time
Let customers choose what to purchase
Turn on Customer can purchase individual services to let customers approve only the parts of the proposal they want.
How customer choice works
A checkbox appears beside each Services & Pricing block.
Every block starts selected. The customer can clear the checkbox for any block they do not want before approving the proposal.
The choice is made per block, not per individual service.
For example, if one Services & Pricing block contains five services, the customer must accept or decline the entire block.
If you want services to be purchased separately, place them in separate Services & Pricing blocks.
Use more than one Services & Pricing block
Customer choice requires more than one Services & Pricing block.
With only one block, there is nothing to choose between, so the proposal remains all-or-nothing even when Customer can purchase individual services is enabled.
Proposal totals do not change while the customer chooses
The displayed proposal total does not update when the customer deselects a service block. Their selections are recorded when they submit the approval.
When customer choice is available, the approval checkbox reads:
I approve the selected services
instead of:
I approve this proposal
Services outside a Services & Pricing block
Services that appear outside a Services & Pricing block do not have a selection checkbox.
They are always included in the approval.
Review the customer's response
When a customer responds, Duranta sends email notifications.
For a partial approval, the email lists the services the customer selected under Approved services.
If the customer leaves a comment without approving, you also receive an email and push notification on the mobile app about the comment.
View proposal activity
Open the proposal's options menu and select View activity.
On the web, the history opens in a dialog. In the mobile app, it opens in a sheet.
The activity history can include:
Published
Opened by the customer
Approved
Commented
Marked unapproved
The newest activity appears first, and each entry includes a link to the proposal version where it happened.
The activity feed shows the number of approved services rather than their names.
On the web, the proposals table also shows a comments badge in the Status column when a customer has left a note.
See exactly what the customer approved
Open the approved proposal document from:
The version link in View activity
The approved proposal banner
The Services & Pricing checkboxes appear exactly as the customer submitted them:
Checked for the blocks they approved
Unchecked for the blocks they declined
To view it, click View Activity and select the latest version.
Create an invoice from a partial approval
When you create an invoice from a partially approved proposal, only the approved services are added to the invoice draft.
Declined Services & Pricing blocks are left out.
On the web, creating a work order from the proposal follows the same behavior.
After a proposal is approved, invoices and work orders are created from the approved version of the proposal rather than the current draft.
If you edit the proposal afterward, those edits do not change what is transferred to the invoice or work order.
To change the approved work, publish a new proposal version and have the customer approve it again.