Put the requested signature or initials beside the terms the signer must review.
1. Open the proposal
Go to Proposals → My Proposals and open the intended editable draft. Confirm the customer and proposal name.
2. Place the fields
Use Content → Signature for a signature block. Use a supported initials field or a text field configured for initials where that choice is available.
3. Name the request
Label fields clearly so the client knows what each answer or initials represents. Set required choices only where needed.
4. Assign the signer
If Approvals & Signing is available, assign each customer field and signature to its intended signer. Assign a choice field and the fields it reveals to the same signer.
5. Save and preview
Save the proposal and check every relevant page in Preview. A signature placeholder is not a signature; the recipient completes it through their personal signing flow.