RightSignature Integration and Optional Fees

by Ruben 3 Minutes

A couple of weeks ago Bidsketch received one of the biggest updates since it’s been live. I’m happy to report that it’s being followed by another major update which brings two highly requested features:

  1. Integration with RightSignature for digital signatures
  2. Optional fees for your clients

RightSignature Integration

RightSignature is a service that makes it very easy to get all sorts of documents digitally signed. Easy sign-off is nice but they don’t stop there. They make sure to back up those signatures with some cool sounding tech: biometric authentication, digital fingerprints, and signature certificates.

This is why I’m excited that you’ll now be able to digitally sign your proposals through RightSignature. This means that once your proposal has been approved, it’ll automatically be sent to RightSignature where they’ll notify your client to complete the sign-off process.

To get started, just visit the Integrations page and click on the RightSignature integration:

Integrations Page

You’ll be taken to a simple form where you can indicate whether you solely require a client signature on your proposals or you sign off on them as well:

RightSignature Form

Once the integration is set up, your clients will see a new message after they approve a proposal on Bidsketch:

Client Approved Message

This is where the magic happens; Your proposal is automatically sent to RightSignature and the client is notified through email so they can sign.

On the proposal details page you’ll see a new RightSignature section on the right hand side that’ll give you the signature status as well as take you to the final signed PDF if available:

Proposal Signature Status

Once a proposal has been signed, a Signature Certificate is attached to the proposal PDF by RightSignature for your records:

Signature Certificate

Optional Fees

Optional fees are proposal fees that a client can pick and chose from to customize their proposal and decide which services they want to go with. This is a great way to give clients options while making them feel in control of the proposal process.

Marking a proposal fee optional is easy — just check off the Optional Fee checkbox when creating or editing a proposal fee:

Edit Proposal Fee

You also have the option of excluding them from your proposal fees section:

Exclude Fees

Once you’ve added some optional fees, your clients will see an Optional Fees tab when viewing their proposal:

Optional Fees Tab

Clicking on this tab brings up a modal where they can uncheck off any fees they want excluded from the pricing section:

Optional Fees Modal

Whenever you view the details page for a proposal that has optional fees, you’ll be shown if any fees have been declined by the client and all pricing will accurately reflect the changes they’ve made:

Declined Fees

Finito…

That’s it for this week’s update! It’s another major update that took a lot of work and I hope everyone will enjoy.

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by Ruben
Ruben originally founded proposal software, Bidsketch as a one-person company while working as a software developer for a billion dollar payroll company. Since its early days as a “company of one,” Bidsketch has grown to help over 2,000 paying customers win billions of dollars in new business and save thousands of hours in the process.