Document-approvals

Posts tagged "Document-approvals"

2 posts

proposalssales-operationsdocument-approvals

How Clients Accept Your Proposal Online (Without DocuSign)

A step-by-step walkthrough of letting buyers accept, request changes, or decline your proposal directly inside the viewer, with full audit trail and instant notifications. No DocuSign, no separate signing tool.

April 24, 2026Read more →

proposalssales-operationsdocument-approvals

When You Don't Need DocuSign: Document Approvals via Tracked Link

Most sales proposals don't need a legally binding e-signature. They need a clear accept-or-decline mechanism with an audit trail. Here's the honest map of when DocuSign earns its cost, when a tracked-link approval is genuinely better, and how to tell the difference.

April 23, 2026Read more →