--- title: How to Add Multiple Signers to a Proposal from the Estimate description: Ensure all client contacts review and approve your proposal before it’s finalized. --- [Skip to content](https://help.ressiosoftware.com/how-to-add-multiple-signers-to-a-proposal-from-the-estimate#main-content) English Show submenu for translations [Contact us](https://help.ressiosoftware.com/kb-tickets/new?hsLang=en) ![Untitled design (22)](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Untitled%20design%20(22).png?width=75&height=75&name=Untitled%20design%20(22).png) Open main navigation Close main navigation - English Show submenu for translations - [Contact us](https://help.ressiosoftware.com/kb-tickets/new) - [Go to ressiosoftware.com](https://www.ressiosoftware.com/) [Go to ressiosoftware.com](https://www.ressiosoftware.com/) Hello. How can we help? - There are no suggestions because the search field is empty. 1. [Ressio Knowledge Base](https://help.ressiosoftware.com/?hsLang=en) 2. [Feature guides](https://help.ressiosoftware.com/feature-guides?hsLang=en) 3. [Proposals](https://help.ressiosoftware.com/feature-guides?hsLang=en#proposals) # How to Add Multiple Signers to a Proposal from the Estimate ## Ensure all client contacts review and approve your proposal before it’s finalized. Adding multiple signers ensures that **all decision-makers** are included in the proposal approval process — improving transparency and reducing approval delays. In Ressio, you can easily generate a proposal from your estimate and require signatures from multiple customers before the agreement is considered approved. **Benefits of Multiple Signers:**  - **✅ Ensures accountability** - every listed decision-maker must sign before approval, preventing miscommunication. - **🏡 Capture all homeowners** - Perfect for projects involving couples or multiple owners. - **🔒 Reduce risk** - Protects your business by ensuring all parties formally agree to the proposal terms. - **💬 Improves transparency** - clients can see which signature are still pending in **Client Portal** - **⚡ Streamline approval** - Once all signatures are collected, the proposal automatically moves to "Approved".  --- #### Table of Contents:  1. [Overview](https://help.ressiosoftware.com/how-to-add-multiple-signers-to-a-proposal-from-the-estimate#overview)  2. [Step 1: Open the Estimate](https://help.ressiosoftware.com/how-to-add-multiple-signers-to-a-proposal-from-the-estimate#open-the-estimate) 3. [Step 2: Generate the Proposal](https://help.ressiosoftware.com/how-to-add-multiple-signers-to-a-proposal-from-the-estimate#generate-the-proposal) 4. [Step 3: Add Multiple Signers](https://help.ressiosoftware.com/how-to-add-multiple-signers-to-a-proposal-from-the-estimate#multiple-signers) 5. [Send the Proposal for Approval](https://help.ressiosoftware.com/how-to-add-multiple-signers-to-a-proposal-from-the-estimate#send-the-proposal-for-approval) --- #### Overview  Client proposals in Ressio are generated directly from your **Estimate**. Once your estimate is ready, you can create a proposal, choose the level of detail shown, and define who needs to sign. If your project has multiple customer contacts, you can require that **each contact must sign** before the proposal is marked as approved. ⚠️ Only the contacts listed under the project's **Customer Tab** will appear as singers. To read about how to add and manage customers, read ["Adding and Managing Customers"](https://help.ressiosoftware.com/adding-customers-to-ressio?hsLang=en).  --- Step 1: Open the Estimate 1. Navigate to your **Project** and open the **Estimate** tab. Review the estimate to ensure all details are correct. You can expand or collapse categories for more or less detail.  ![](https://usercontent.us.prod.clueso.io/21a483d2-7875-446b-939d-2666093fd4d7/02715ed6-4695-4c54-a6cb-41c3d19b3dfc/2af55093-70aa-4c45-92ca-0ef49ab2dc19/images/bb040048-fd75-4436-b3a9-d01ccb10c504.gif) 2. Stack multiple estimate templates onto one estimate (for example, adding a *Bathroom Remodel* template to an existing one). ![](https://usercontent.us.prod.clueso.io/21a483d2-7875-446b-939d-2666093fd4d7/02715ed6-4695-4c54-a6cb-41c3d19b3dfc/2af55093-70aa-4c45-92ca-0ef49ab2dc19/images/c7cf3345-3e6c-402a-8ecc-6daf7d95a3e2.gif) [\[back-to-top\]](https://help.ressiosoftware.com/how-to-add-multiple-signers-to-a-proposal-from-the-estimate#back-to-top) --- #### Step 2: Generate the Proposal 1. In the top-right corner, click **Create → New Proposal**. ![](https://usercontent.us.prod.clueso.io/21a483d2-7875-446b-939d-2666093fd4d7/02715ed6-4695-4c54-a6cb-41c3d19b3dfc/2af55093-70aa-4c45-92ca-0ef49ab2dc19/images/7d243534-9970-496c-a7b8-4eaf71f11c12.png) 2. Give your proposal a name (optional). 3. Use the **toggles** on the right to decide what level of detail to include: - [*Fixed Price*:](https://help.ressiosoftware.com/understanding-fixed-price-vs-cost-plus-contracts?hsLang=en)Show only total project cost. - [*Cost-Plus*:](https://help.ressiosoftware.com/understanding-fixed-price-vs-cost-plus-contracts?hsLang=en) Include detailed breakdowns and builder fee transparency ![](https://usercontent.us.prod.clueso.io/21a483d2-7875-446b-939d-2666093fd4d7/02715ed6-4695-4c54-a6cb-41c3d19b3dfc/2af55093-70aa-4c45-92ca-0ef49ab2dc19/images/a8b5a541-94b9-412d-a913-d9deaeeb83d6.png) 4.  Add **terms and conditions**, **signature lines**, or **attachments** as needed 🔈You can turn the **"Require all signers"** setting **on** or **off** for each proposal.  [\[back-to-top\]](https://help.ressiosoftware.com/how-to-add-multiple-signers-to-a-proposal-from-the-estimate#back-to-top) --- #### Step 3: Add Multiple Signers 1. In the "**Signature Settings"**section, you’ll see all customer contacts listed for the project. ![](https://usercontent.us.prod.clueso.io/21a483d2-7875-446b-939d-2666093fd4d7/02715ed6-4695-4c54-a6cb-41c3d19b3dfc/2af55093-70aa-4c45-92ca-0ef49ab2dc19/images/c0691d37-05a0-4c2a-90b4-0fac41e359f1.png) 2\. Toggle **"All customers must sign"** to ensure all contacts must approve the proposal before it’s marked as accepted. 3.  Save your settings when finished. [\[back-to-top\]](https://help.ressiosoftware.com/how-to-add-multiple-signers-to-a-proposal-from-the-estimate#back-to-top) --- Step 4: Send the Proposal for Approval  1. Click **Save & Release** to send the proposal for signature. ![](https://usercontent.us.prod.clueso.io/21a483d2-7875-446b-939d-2666093fd4d7/02715ed6-4695-4c54-a6cb-41c3d19b3dfc/2af55093-70aa-4c45-92ca-0ef49ab2dc19/images/c28bd7e3-03bd-4feb-8d40-5277a88c1a2e.png) ![](https://usercontent.us.prod.clueso.io/21a483d2-7875-446b-939d-2666093fd4d7/02715ed6-4695-4c54-a6cb-41c3d19b3dfc/2af55093-70aa-4c45-92ca-0ef49ab2dc19/images/eb816c4f-3591-414a-ad2b-fa789af2c0eb.png) 2.  Each signer receives an email notification and can open the proposal in the **Client Portal**. 3.  **Clients can:**  - View proposal details - Message you with questions - Print or download the document - Approve it electronically 4\.  You can track progress under the **Approvals** tab — pending approvals will remain visible until all required signers have completed their part. 🔄 Approvals automatically sync to the project's Approvals tab for easy tracking. To learn more about Approvals, read [Approvals Overview](https://help.ressiosoftware.com/approvals-page-overview?hsLang=en). [\[back-to-top\]](https://help.ressiosoftware.com/how-to-add-multiple-signers-to-a-proposal-from-the-estimate#back-to-top) --- If you have any questions or need further assistance, contact our support team at **support@ressiosoftware.com**. 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