Proposals & e-sign

A branded proposal your customer signs on their phone

The rooms, units and your prices come straight from the survey into a PDF with your logo. Send the link, and your customer reads it, signs it and moves on to the deposit without printing anything.

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How it works

1
Build it from the survey
Rooms, units and labour are already there. Choose what goes in — floor plan, load calculation, photos — and watch the PDF update beside you.
2
Generate and send
Generate the PDF, then send your customer the signing link.
3
Signed on their phone
They read the proposal, type their name, draw their signature and accept. The signed copy is filed to the job.

The details

Good, better, best

Offer tiers priced from your own material and labour rates.

On to the deposit

Once they’ve signed, customers are taken straight to paying the deposit.

Nothing to print

No account for the customer, no second appointment to collect a signature.

What it won’t do. Signing records the customer’s typed name, drawn signature and acceptance. It isn’t a qualified electronic signature service.

Frequently asked questions

Does my customer need an account to sign?

No. They open the link, read the proposal and sign it there.

Can the proposal carry my branding?

Yes. Proposals are PDFs with your logo.

Win more installs, with less admin.

Start your 14-day free trial — survey, design, quote and get paid on one platform.

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One platform — these are the parts of it installers ask about most.