Send an Agreement for Signature in the Estimator

Article Introduction

An estimate must already exist and be saved within the job before an agreement can be created from it.

From the Agreement tab, you can select a saved estimate, review the agreement generated from it, complete any editable or required fields, and choose whether the customer will sign On Screen or receive the agreement by Email.

Send an Agreement for Signature

Open the Agreement Tab.

Select the estimate you want to use for the agreement.

Notes: 

• Agreement names match the estimates previously saved within the job.
• Make sure the correct estimate is selected before preparing the agreement for signature.

Review the agreement preview and complete any required or editable fields.

Notes: 

• Depending on the document, fields may be editable directly within the agreement preview.
• Required fields must be completed before you can continue.

Click Signature & review the information. 

• Review the available signing options:
  • Review the listed email addresses.
  • Click an individual email address if the agreement should be sent to one specific person.
• Review the signer and agreement information before continuing.
• Choose how the agreement should be signed:
  • On Screen — use this option when the customer is signing directly on the device.
  • Send Email — use this option to send the agreement to the selected recipient for signature.