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Why can’t my client approve their proposal?
Why can’t my client approve their proposal?

Do you have a proposal ready to be approved but your client says the system won't let them? Try this!

Paxton Willard avatar
Written by Paxton Willard
Updated over a week ago

After you've created your proposal and checked "ready for client approval," your client logs in, reviews the proposal, clicks "Approve," and types in their name to electronically approve their proposal. After typing in their name though, the "Approve" button is stilled greyed out and your client cannot finish approving.

There are a couple of things that could be causing this. First, your client must type in their name exactly as it is written in their Client Profile. So, if they used a nickname or accidentally misspelled their name, that "Approve" button will remain un-clickable.

The other possibility is having an extra space ( as indicated by " _ " ) included before or after their first or last name within their Client Profile. If their first name is entered as Tammy_ , the client would need to type "Tammy_ _ Jones" when signing the contract. Be sure to edit your client profile, click in the first and last name fields to delete any extra spaces.

Once you edit their profile, they should be able to type in their name and be able to approve that Proposal!

If you need any additional support, click the question mark in the upper right-hand corner to chat with a member of our team.

Happy designing!

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