Proposal versions, delivery and verified signatures

Full Compliance Applications

Check proposal workflow readiness

Verify that required core proposal and file tables/fields are available before using the workflow.

List eligible proposal contacts

Load active contacts belonging to the case client and containing a valid email address.

Select the verified proposal signatory

Choose the exact active client contact who must receive and sign the proposal.

Review the selected proposal recipient

Confirm name and email before upload or resend.

Confirm portfolio completion before upload

Ensure portfolio review is Completed or Not required and the journey has reached stage 5.

Upload a proposal PDF

Upload one real PDF file through the proposal panel.

Understand proposal PDF validation

Use a valid PDF no larger than 15 MB; non-PDF content is rejected.

Understand immutable proposal hashing

Recognise that each uploaded PDF receives a SHA-256 hash for version evidence.

Create a new proposal version

Upload a replacement as a new immutable version rather than overwriting accepted evidence.

Understand proposal supersession

Recognise that a replacement marks the previous active version and document as superseded and requires a fresh signature.

Understand native CRM proposal creation

Recognise that the module creates and links a native CRM proposal for delivery and acceptance.

Send the proposal to the client

Deliver the exact PDF and secure proposal/signature link to the selected recipient.

Understand Awaiting client signature

Recognise the active version state after successful client delivery.

Resolve Email delivery failed

Correct SMTP or recipient issues and use Resend where the version remains eligible.

Resend a proposal version

Use Resend on an eligible non-accepted, non-verification-failed version.

Download an immutable proposal version

Open the exact stored PDF associated with a proposal version.

Complete proposal identity confirmation

Require the client to provide identity details on linked native proposal acceptance pages.

Understand signature verification

Verify accepted status, signature file, first name, last name, email, date and IP against the selected recipient.

Complete accepted-proposal onboarding

Mark the proposal/document accepted, advance journey to stage 6 and add onboarding timeline/audit evidence.

Resolve Signature verification failed

Review mismatched or incomplete signer evidence; onboarding remains incomplete until corrected by an authorised workflow.

Process a declined proposal

Record the declined version/document, timeline event, landlord action and professional notifications.

Reconcile linked native proposals

Allow the case view to reconcile current native proposal states before displaying versions.

Review all proposal versions

Inspect status, version, recipient, hashes and timestamps without losing superseded evidence.