> ## Documentation Index > Fetch the complete documentation index at: https://docs.x.build/llms.txt > Use this file to discover all available pages before exploring further. # E-signatures and authorization > How proposals get signed — required signers, per-signer status, in-person signing, and company countersignatures ## Working with e-signatures Every retail proposal carries **required signers** whose signatures make it a contract. XBuild tracks each separately — signed, pending, first viewed — and records the typed name, timestamp, and IP address with every signature. Signing needs no account: each signer's personal link identifies exactly one person, so nobody can sign twice or for someone else. ### 1. Who the required signers are The **homeowner** is always required — their signature accepts the proposal. **Additional homeowners** (spouse, co-owner) are added by you (step 3), each with their own link. A **counter-signature** from your company is added automatically when your [Business Profile](/features/business-profile) authorization mode requires one, signed by the **Authorized signers** set there. | Status | Meaning | | -------------------------------- | ------------------------------------------------------------------------------ | | **Pending signature** | Waiting on this signer | | **Awaiting homeowner signature** | Final-authorization counter-signers; their turn follows the homeowners | | **Signed** | Done; date recorded | | **Pre-authorized** | Company signature applied automatically under Pre-authorization before sending | Each homeowner's page lists the others under **Also signing** (names, statuses, collected signatures); counter-signers see the other counter-signers. Email addresses there show only to someone on their own signer link. ### 2. Authorization modes Set company-wide in **Settings → Business Profile → Authorization** ([setup](/features/business-profile)): | Mode | Effect | | ----------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------- | | **No authorization** | Homeowners are the only signers; Signed means done | | **Pre-authorization** | Authorized signers are added as counter-signers marked **Pre-authorized** automatically; the homeowner's contract is fully executed when they sign | | **Final authorization** | Authorized signers are added as counter-signers who sign *after* the homeowners; the job waits on your countersignature | Under Final authorization, each authorized signer is emailed "Approval Needed" when their turn comes — after every homeowner signs and, on a deposit proposal, after payment. They open their link and click **Authorize Proposal**; XBuild then emails everyone the countersigned proposal. The mode is fixed when the signer list is created; proposals already out keep their original rules. ### 3. Add more than one homeowner signer Every listed signer is **required**; copy-only recipients go on the CC line. Before publishing — wizard step **Confirm property details**, under **Who needs to sign**: 1. The first row is the property owner, whose name is stamped on the documents. 2. Click **Add signer**, enter the **Full name**. **Email address** is optional (only for emailing a signing link; leave blank if handing over the screen). 3. **Continue** saves the signers before publishing carries on. After publishing, **Manage signers** in the post-publish panel shows status and signed date per person; add, rename, or remove, then **Save signers** or **Cancel**. Rules: * No address, no emails (the email step names who that applies to). Two signers can't share an address; two without addresses can't share a name. * The last homeowner signer can't be removed (no remove control on the first row). * Signed rows are locked: no rename, new address, or removal. * Adding a signer after someone signed reopens completion until they sign; the panel warns first. * Removing the only unsigned signer completes the proposal if everyone left has signed — Signed at once, signed emails sent. This unsticks a deal when a co-owner is unreachable. * Editable while Draft or Published; fixed once Signed or Funded. Counter-signers come from your authorization settings, not this list. ### 4. Sign in person Hand your device to the customer on a published retail proposal (insurance proposals have no signature block; drafts can't be signed): use the menu beside **View proposal** in the proposal header, or **Sign in person** in the post-publish panel. The proposal opens in the same tab, addressed to the next homeowner owed a signature. The customer picks their estimate option and add-ons, reads, and signs their own block. With several homeowner signers, a **Signatures** list marks the active one **Signing now**; "Tap a name to sign as them" passes the device in any order. Unlike an emailed link, this **isn't a homeowner view** (no move to Viewed, no "just viewed" email) and **no deposit checkout opens on your device** — card details never touch your browser. After signing, the screen says what's next: with a deposit due and a signer email, the payment request goes there; with none, add an address for a payment link or take payment another way ([Deposits and getting paid](/features/deposits-and-getting-paid)). Not offered once every homeowner has signed, once Funded, or with unsaved estimator edits. ### 5. Partially signed, Signed, and Funded | Status | Meaning | | -------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Partially signed** | Some homeowners have signed, at least one hasn't. The proposal stays Published, the project stays in the pipeline's Viewed column, and no deposit is requested until the last signature lands | | **Signed** | Every homeowner has signed. Counter-signatures don't gate this — the customer side is complete even with your countersignature outstanding | | **Funded** | Deposit confirmed; moves from Signed automatically. Only [deposit proposals](/features/deposits-and-getting-paid) reach Funded | Under Final authorization: with a deposit, **Signed** → deposit paid → **Funded** → countersign → complete; without, **Signed** → countersign → complete (status stays Signed). ### 6. The emails along the way Each homeowner signer is emailed separately with their own link. A non-signer To address gets a view-only copy; CC addresses get the initial proposal email only. | Event | Homeowners get | Your side gets | | --------------------------------------------------------------- | -------------------------------------------------------------------- | -------------------------------------------------------------------- | | Signed, deposit due *(waiting)* | "Deposit due" with a **Pay deposit** button on their link | Signed, awaiting deposit | | Signed, no deposit, Final authorization *(waiting)* | "Signed proposal received" — your team is finalizing details | Authorized signers: "Approval Needed"; you: signed, pending approval | | Deposit paid, Final authorization *(waiting)* | Receipt | Authorized signers: "Approval Needed" | | Signed, no deposit, No or Pre-authorization *(complete)* | Signed copy | "Signed and won" | | Deposit paid, No authorization *(complete)* | Payment confirmation (Pre-authorization: the countersigned proposal) | Funded notification | | Company countersigns *(complete; waits for any unpaid deposit)* | Countersigned proposal | Authorizer and team: "Authorization Approved" copy | Viewed tracking: [What your customer sees](/features/what-your-customer-sees). ### 7. Troubleshooting common issues * **The homeowner signed but the proposal isn't Signed.** Another homeowner is pending (**Partially signed**). If unreachable, remove them under **Manage signers**. * **Signed, but not complete.** **Final authorization** — an authorized signer must countersign; their email follows deposit payment, or the last homeowner signature with no deposit. * **No Authorize button for me.** Only **Authorized signers** in **Settings → Business Profile → Authorization** can countersign, each from their own link; ask an admin to add you. * **Sign in person isn't offered.** Needs a published retail proposal, an outstanding homeowner signature, and no unsaved estimator edits. If your device's link names a signer no longer on the proposal, reopen **Sign in person**. For further assistance, contact XBuild Support at [support@x.build](mailto:support@x.build).