Multiple Recipients on Sparkforge Proposals and Estimates

Sparkforge proposals and estimates support multiple signers on a single document. Assign signature fields to any recipient — including the business user sending the document — and each one receives a unique link tied only to their portion.

Signers vs. CC recipients

• Signer — any recipient with a signature field assigned to them on the document.
• CC recipient — a contact added to the document who has no signature fields. They receive a copy but don't sign.

How signing works

1. Add recipients and assign signature fields to each Signer.
2. Sparkforge sends each Signer a unique link.
3. Each Signer can only sign the fields assigned to them.
4. Once every Signer has signed or accepted, Sparkforge generates the final signed PDF and the signature certificate.

The signature certificate

The certificate captures the full audit trail for every Signer:

• IP address
• Location
• Viewed date and time
• Signed date and time

Primary recipient

The first recipient added to the document is treated as the Primary recipient by default. This affects two things:

• Custom fields on the document populate from the Primary recipient's contact record.
• The invoice generated after acceptance is created against the Primary recipient.

Internal signers

The business user sending the proposal can also be assigned signature fields, so countersigning happens inside the same document flow rather than as a separate step.