Signatures
Your client accepts a proposal by typing their name. Declario keeps an audit record of the signature and locks the proposal.
How a client signs
On the proposal page, the client chooses Accept and sign, then:
- types their full name, which is required, and optionally their job title;
- sees their name previewed as a signature;
- ticks the box confirming that they accept the terms of the proposal;
- confirms.
A proposal can be signed only while it is Sent or Viewed and, if it has a valid-until date, until the end of that day (UTC).
The audit record
Each signature is stored as an audit record with these fields:
| Field | Where it comes from |
|---|---|
| Signer name | Typed by the signer |
| Signer title | Typed by the signer; optional |
| Signer email | Copied from the client record; the signer does not enter it |
| IP address | The signer's IP address, stored as it is |
| User agent | The signer's browser identification |
| Content fingerprint | SHA-256 of the proposal's blocks at the moment of signing |
| Signed at | Server time of the signature |
The consent box must be ticked to sign, but it is not stored as a separate field. The IP address and user agent are never shown on the proposal page.
The fingerprint
The fingerprint is a SHA-256 hash of the proposal's blocks, taken when the client signs. After signing, the proposal page shows it as Document fingerprint (SHA-256).
It covers the blocks only, not the title, the total value or the valid-until date. Those are protected by the lock that follows the signature.
After signing
- The proposal becomes Accepted and is locked: its content, title, value, currency, valid-until date, client and status cannot change again.
- The person who created the proposal gets an email and an in-app notification.
- The client gets a confirmation email. The signed proposal stays available at the same link, showing who signed, when, and the fingerprint.
- Remaining follow-ups stop, and the
proposal.acceptedevent goes to your integrations.
Declining
The client can choose Decline instead and, optionally, give a reason. The proposal becomes Rejected, its creator is emailed the reason and notified in the app, follow-ups stop, and the proposal can no longer be signed.
What kind of signature this is
This is a typed-name electronic signature with an audit record. Declario does not verify the signer's identity; the email address in the record is the one you entered for the client.
Whether this is sufficient for a particular agreement depends on the agreement and on the law that applies to it. If you need a specific type of signature, check with your legal adviser.