Requesting a signature in MediaOS is a fast, mobile-friendly way to finalize a proposal—perfect for sales reps working in the field on tablets or other mobile devices. By using either the Interactive Proposal or Signature Request feature, you can send your client a professional, easy-to-review proposal that can be signed on the spot.
To get started, log into MediaOS and ensure your email is connected. Then, navigate to the Sales page and open the proposal you’d like to send. Click the Email button, which will display a dropdown menu of sending options. Choose either Interactive Proposal or Signature Request, and your email window will appear preloaded with a link to the contract.
Compose your message and click Send Email when ready. Your client will receive the proposal with a clickable link, allowing them to review the contract and sign electronically—anytime, anywhere.
