When you send out your proposals for digital E-signature through Knowify, we will update the date it was sent and the date the customer opened the proposal in your manage contract jobs section. The date will remain at N/A if the customer has not yet opened the E-signature link:
The date "opened" will update when the customer opens the E-signature link from the email:
By default, a copy of the proposal is attached to the proposal email, but opening up the attached PDF will not change this date. The date "opened" will only update if the customer opens the E-signature link from the email as some companies do not attach a PDF copy of the proposal to the E-signature email.
If you prefer to not attach a PDF copy of the proposal to the email, so that the only way the customer can see the proposal is by opening the E-signature link, you can set this up when preparing the e-signature email.
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