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Sharing & signing

How clients sign proposals

Last updated 2026-05-08

Wintura's built-in e-signature lets clients accept and sign a proposal in the same tab they're reading it. No DocuSign, no PDF round-trips.

Plan requirements

E-signature is available on Growth and Agency plans. On the Free and Starter plans, the Sign button is replaced with an "Accept" CTA that records acceptance without a typed signature.

You can compare plans on /pricing.

The flow your client sees

  1. Client opens the proposal share link
  2. Reads through, optionally leaves comments
  3. Clicks Sign at the bottom (or in the sticky footer)
  4. Modal opens asking for Name and Email
  5. Optional: types a draw-style signature on a touch device
  6. Clicks Confirm

The proposal status flips to signed, the cover header gets a "Signed by [Name] on [Date]" stamp, and the agency owner gets an immediate email notification.

Audit trail

Every signature captures:

  • Signer name + email
  • Timestamp (UTC)
  • Hashed IP address (for dispute resolution; raw IP never stored)
  • User agent string
  • The exact proposal version they signed

This data lives in signature_audits and is immutable — once a row is sealed, even the agency owner can't modify it. The trigger that enforces this is part of the schema (migrate-signature-audits.sql).

Pay-on-acceptance (optional)

If you've connected Stripe Connect (Growth+), you can require a deposit at signing time. The Sign modal shows the payment form alongside the name field. The proposal is only marked signed after both signature and deposit succeed.

Set this up at Settings → Advanced → Pay-on-acceptance.

Owners can't sign their own proposals

If you open a proposal share link while logged in as the agency owner (Master Key bypass), the Sign button is replaced with an Owner Preview banner. This protects the legal validity of the audit trail — you can't accidentally e-sign on the client's behalf.

Still need help?

Email support@wintura.ai and a real human will reply, usually within a few hours.