---
title: "Adding Proposal Recipients"
url: "https://help.psarev.io/en/article/adding-proposal-recipients"
language: "en"
last_updated: "2026-04-15T19:46:25.323Z"
---

# Adding Proposal Recipients

Clicking the **Send to Recipients** button on the proposal editor allows you to send the proposal to your customer for signing. The user creating the proposal is automatically added as a recipient for verification purposes, but can be removed if they are not the appropriate recipient. Each signer will need to be added as a recipient to receive the proposal from Rev.io.

To add recipients, access the Recipients panel by clicking the **Roles** icon on the right side of the proposal editor.

![](https://cdn-assets.productfruits.com/a103f075-88dd-45ff-a580-e472c913b898)

If you have already sent a proposal to a specific recipient before, simply search their name or email in the dropdown and select them from the list. If you are sending a proposal to someone for the first time, click in the dropdown field and select the **Create New Recipient** option.

![](https://cdn-assets.productfruits.com/29c8aaa7-f6ec-453e-b5b9-a9d48fe081b3)

The Create New Recipient window displays, allowing you to enter various fields for the recipient. 

| **NOTE: Email is a required field.** You must enter an **Email** for the recipient or the system will be unable to send the proposal. |
| --- |

![](https://cdn-assets.productfruits.com/03ede245-c4fa-4043-a68c-a3657ab3d003)

Click the **Create** button to create the recipient. Newly created recipients are automatically added to the proposal.

**Assigning Signature Blocks**

To send the document to your recipients, all Signature and Date fields in the proposal must be assigned. Click each Signature and Date field throughout the proposal and select the **Assign** option to choose a signer. If needed, you can also enable **Set Signing Order** in the side panel to control the order in which the document is sent to recipients by dragging and dropping signers into the desired sequence.

![](https://cdn-assets.productfruits.com/a27835c9-1e6d-46ce-a7e2-a4f8eb8fae79)