Approving (PDF) Estimates requiring an actual 'signature' | Community
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Mike_Crabtree
Level 2
Aug 24, 2020 10:35 AM UTC
Question

Approving (PDF) Estimates requiring an actual 'signature'

Hi, I wonder how other agencies obtain client approval of production estimates?

Contractually we cannot commence work without a 'signed' estimate - our current process expects the clients to print out a PDF & sign in ink, then scan and email back! - dark ages i know, we've proposed using document approvals in Workfront, but they (the finance team) are adamant the PDF has to have an actual signature - other than using a separate solution such as Docusign, or Adobe sign i wondered if any others have found solutions that might pacify our finance team? thanks in advance....

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    6 replies

    MatthewBr5
    Level 2
    Mar 30, 2021 1:48 AM UTC

    Sorry to resurrect an old thread, but I just happened to come across this one in a search.

    If you're still looking for a solution, Workfront Proof has a proof-level setting to require electronic signatures. I've not used it, but in theory, it could be as valid as Adobe Sign for compliance, especially if your organization uses SSO.

    Here's the Documentation page about it:

    Understanding electronic signatures in Workfront Proof

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    imgrund
    imgrund
    Employee
    Aug 25, 2020 2:03 PM UTC

    We use Adobe Sign for client estimates. We route internally for approvals by each department head, Account, and Finance, but the actual client approval has to be done by Adobe Sign so there is a signature.

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    Mike_CrabtreeAuthor
    Level 2
    Aug 25, 2020 11:43 PM UTC

    Hey Anthony - hope you're well - i've discovered overnight we also have access to Adobe Sign, have you taken any steps to integrate Adobe Sign with WF? - estimate approvals is a task/milestone in most of our Workfront projects....

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      imgrund
      imgrund
      Employee
      Aug 26, 2020 2:25 PM UTC

      No, we haven't. We have thought about it, but finance owns that process and they are fine with the way it is.

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      Heather_Kulbacki
      Heather_Kulbacki
      Level 2
      Aug 25, 2020 12:05 PM UTC

      If document approvals don't satisfy your finance team, our method probably won't either. But we use task approvals for vendor estimates such as printing costs. We have a custom form on the task that our print specialist uses to enter all the details of the printing: vendor, cost, quantity, specs, etc. Then we have a task approval that goes to the project sponsor to approve or reject.

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      Mike_CrabtreeAuthor
      Level 2
      Aug 25, 2020 11:40 PM UTC

      Thanks Heather - as we have a seperate finance/accounting system we have to have the estimate from that system approved unfortunately, all in line with SBOX!... appreciate the feedback tho :)

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