Additional signers: two or three people signing in order

Add a second or third signer, understand the strict signing order and signer-specific links, read the status on the job, and handle the common error messages.

Intermediate 6 minSales rep / estimator, Owner / manager, Office & admin staff· Last checked 2026-10-03

Video tutorial coming soon

The written steps below are complete. Producing the video? Use the video script tab — it follows these steps one for one.

GuideGuide Video scriptScript Test checklistChecklist

Tick each line only when the screen shows exactly what is described. Anything else is a finding: note the step number, what you saw, and the browser you used.

Screens covered: /edit/report/[reportId], /projects/[projectId], /agreement/esign/[reportId] · Guide last checked 2026-10-03

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Preconditions

A proposal with two signers whose inboxes you control.

Steps

1. Add a signerDo: In the proposal, Authorization page, Signers block, click "Add Another Signer" and enter Name and Email. Repeat for a third if needed.Expect: Signer 2 and 3 rows appear with "Remove". The editor allows three on every plan, but on Starter saving a third fails with "Starter supports up to 2 signers per proposal…".Actual:
2. SendDo: Send for Signing as usual.Expect: Only the primary signer is emailed now. The dialog states "Each remaining signer will be emailed only after the previous signer signs".Actual:
3. Watch the statusDo: On the job page read the card: "Sent <date> · 1/2 signed · Next: <name>". Click "View details".Expect: The "Signer Status" dialog lists each signer as Primary, "Signed" / "Signed manually" with date, or "Waiting". The board chip reads "Partly signed"; Activity logs "First signer signed".Actual:
4. Know the messagesDo: If a signer opens the wrong link they see "A signer-specific invite link is required…", "This link is not for the current signer…" or "…already been used by…".Expect: Each message tells the signer to use their own email link.Actual:

Result

Tester

Date

Build / environment (staging URL + git commit)

Browser & device

Notes / findings

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