Public pages: proposal sign page, join-the-list page and unsubscribe page

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Public pages: proposal sign page, join-the-list page and unsubscribe page

The boxes customers see when they sign a proposal, join your list, or unsubscribe.

Customers open these pages from links you send. You do not fill them in, but you should know what each box records.

Fields

Proposal page: Approve & sign

Field (exact label) What it does for VisionScaper What to enter and example Default / notes
Your full name (nm) Printed name that goes with the signature. Full name. Default: Customer name if known
Draw your signature (Clear) (pad) Signature box; Clear wipes it. Draw. Default: Empty
I agree to the scope, price and terms in this proposal and to sign it electronically… (ag) Required consent; wording says the signature is legally binding like paper. Tick. Shown only while the proposal is open.
Optional: add-on checkbox (addon) Each optional section has a box that adds its price. Tick to add. Default: Unticked
Approve & sign / Decline Sign or decline. Click. An expired or declined proposal shows a message and your phone to ask for an update.

Join page (sign-up link)

Field (exact label) What it does for VisionScaper What to enter and example Default / notes
Your name (n) Creates a lead for you. Default: Empty, required
Mobile number (p) Needed for texts. Default: Empty
Email (optional) (e) For email. Default: Empty
Consent checkbox (wording from your business) (c) Text consent; the exact wording, time and address are saved. Marketing texts up to 4 a month wording is shown. Tick to get texts. With a phone and no tick you need an email: “Tick the box to get texts, or add an email address.”
Sign me up Limit 8 tries an hour. Click.

Unsubscribe page

Field (exact label) What it does for VisionScaper What to enter and example Default / notes
Unsubscribe from emails (what=email) Stops marketing emails; appointments, quotes and invoices still arrive. Click.
Stop all marketing (email & texts) (what=all) Stops both channels. Click.
Oops – keep me subscribed (what=resub) Undoes it. Click.

Steps

  1. Send the proposal or join link. The customer fills the page; you see the result in the customer record.

If something goes wrong

  • “Link expired”: ask the customer to reply to the email so you can remove them by hand.

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