How to View E-Sign Activities
SubcontractorHub tracks the status of contracts sent for e-signature, allowing sales reps to monitor progress and follow up as needed. The E-Signature Activity tab shows when documents were sent, signed, and completed, helping teams track the signing process and confirm when a proposal is ready to be moved to Closed Won and converted into a project.
Follow the steps below to view E-Sign activities inside your proposals.
Step 1: From the main menu, go to the “Customers” tab.
Step 2: Click “Proposals” within the “Actions” section.
Step 3: Click on the “View Detail” button.
Step 4: Click the “E-Signature Activity” tab on the left.
The “Activities” tab will show the signer's email address and status.
The “Recipients” tab shows the recipient’s email address, status and the date and time when the e-sign activity was updated.
