Send an Agreement for Signature in the Estimator

An estimate must already be saved on the job before you can create an agreement from it.

Step 1: Open the Agreement tab

1. Open the Agreement tab.

Step 2: Select the estimate

1. Select the estimate you want to use. Agreement names match the estimates saved on the job, so make sure you pick the right one.

Step 3: Review the agreement

1. Review the agreement preview.
2. Complete any required or editable fields. You can't continue until required fields are filled in.

Step 4: Choose how it gets signed

1. Click Signature.
2. Review the signer and agreement information and the listed email addresses. Click one email address to send to one specific person.
3. Choose On Screen if the customer is signing on your device, or Send Email to send it to the selected recipient.