topic Allowing 1 of 2 people to e-sign in Sales Email

Allowing 1 of 2 people to e-sign

Blokeoverthere — Tue, 11 Mar 2025 12:52:19 GMT

Hey, I cant see how to do this but if our team are dealing with more than 1 person on a deal and either of them have purchasing accountabilities, is there a way to allow the e-signature to be complete with just 1 of 2 signatures? It seems at the moment you have to have both, but sometimes, its easier to send to boht people and have either one sign

Re: Allowing 1 of 2 people to e-sign

Josh — Tue, 11 Mar 2025 15:17:15 GMT

Hi @Blokeoverthere,

I don't think it's possible as you've described. I believe you have to recall and edit the quote and change the person signing vs leaving both and considering it signed after the first signature.

Josh

Re: Allowing 1 of 2 people to e-sign

Blokeoverthere — Tue, 11 Mar 2025 15:55:25 GMT

yeah I am of the same mindset, it is just resulting in a lot of recall and edits going on at present. Thanks for the reply tho