E-Signature Integration
Eliminate the back-and-forth of printing, signing, and scanning. With StackBloom's built-in e-signature block, clients can review your proposal and sign in the same step — giving you a legally binding signature without leaving the browser.
Step 1: Add a Signature block to your proposal
Open the proposal in the block builder and click the + button where you want the signature to appear. From the block picker, select Signature. The block will be inserted and show a placeholder signature pad with space for name, date, and a drawn or typed signature.
- You can add multiple Signature blocks if both parties need to sign the same proposal
- Each Signature block is assigned to one signer — configure them separately in the block settings
- The block is non-interactive in the builder; it becomes active when the client opens the proposal link
- Signature blocks can be styled to match your brand with the block's color and font settings
Step 2: Set who needs to sign
Click the Signature block to select it, then fill in the Signer Nameand Signer Email fields in the right panel. This ties the signature slot to a specific person — StackBloom will verify that the person who signs matches the email address you entered.
- The signer's name appears below the signature pad as a label so they know whose slot it is
- Email verification is optional but recommended — enable it to add a layer of identity confirmation
- You can also add a Your Signature block for your own countersignature
- Leave the email blank for internal review proposals where no formal signature is required
Step 3: Send the proposal link to your client
Click Send Proposal in the top bar. Choose whether to share a direct link or send a branded email from StackBloom. Either way, your client gets a unique URL that opens the proposal in their browser — no login or app required.
- Branded email delivery lets you customize the subject line and intro message
- You receive a notification when the client opens the proposal for the first time
- The proposal link does not expire by default; you can set an expiry date under proposal settings
- Password-protect the proposal link for sensitive or confidential proposals
Step 4: Client opens the link and clicks Sign
When the client opens the proposal link, they scroll through the content and reach the Signature block at the bottom. They click Sign Here, draw or type their signature, enter their name, and click Accept and Sign to complete the process.
- Clients can draw their signature on any device including touchscreens and stylus inputs
- Type-to-sign converts typed text to a cursive font if drawing is inconvenient
- Clicking Accept and Sign records the signer's IP address and timestamp for the audit trail
- A confirmation email is sent to the signer with a PDF copy of the signed proposal attached
Step 5: Track signature status in the Proposals dashboard
Return to the Proposals dashboard to see the real-time status of every proposal and signer. Once all required signatures are complete, the proposal status changes toSigned and you can download the finalized PDF.
- Status badges: Draft, Sent, Viewed, Signed, Declined
- Click any proposal to see which specific signers have signed and which are still pending
- Send a signature reminder to unsigned parties directly from the proposal detail page
- Download a signed PDF with the audit trail appended as a final page for your records
💡 Tip: Place the Signature block immediately after the pricing table — not at the very bottom after a long terms section. Clients who have already agreed to the price mentally are primed to sign. Putting the signature right after pricing, then terms below it, follows the natural decision flow and typically improves acceptance rates.