Estimates and e-sign for local businesses
You walked the job, you know the number, and the customer is ready to hear it. This puts the quote on their phone the same day, with a signature line they can tap.
The problem
Bids go cold faster than you can type them up
A bid has a shelf life. The homeowner who shook your hand on Thursday is reading two other quotes by Monday, and the first real number in front of them usually wins. Meanwhile your estimate is a carbon copy on a clipboard, or a note waiting for a night when you have the energy to type it into the computer. By the time it lands, somebody else got the yes.
Even when you do send it, the trail goes muddy. The email hits a spam folder and the customer swears they never got it. You follow up once, feel like a pest, and let it slide. Nobody keeps score on quotes that just quietly die, which is exactly why so many of them do.
Worst of all is the job that goes sideways with nothing in writing. The scope you agreed to in the driveway lives in two people's memories, and the memories do not match. That argument costs you the extra work, the payment, or the review. Sometimes all three.
How it works
From walkthrough to signed while the customer is still excited
No clipboard, no printer, no week of silence.
- 1
You walk the job
Measure, take photos, talk it through. Same as always, except the paperwork is about to do itself.
- 2
The quote comes together on your phone
Line items, photos, and the price, built in minutes from templates for the jobs you do all the time.
- 3
It lands on their phone
The customer opens the estimate by text or email, reads the scope, and taps to approve and sign.
- 4
Signed, filed, scheduled
You both get a copy, the signed scope goes on file, and the job moves straight to scheduling.
What you get
Quotes that close instead of stall
- Estimates from the truck. Build the quote in the driveway while the details are fresh, instead of reconstructing it from memory at nine at night.
- Tap-to-sign approval. The customer signs from their phone in seconds. No printing, no scanning, no waiting for someone to find a pen.
- A scope in writing, every time. Signed line items on file for every job, so the conversation about what was included is over before it starts.
- Unsold estimate follow-up. A quote that sits unopened or unsigned gets a friendly nudge automatically, so unsold estimates stop dying of neglect.
- One tap from signed to billed. When the work wraps, the approved estimate becomes the invoice with the same numbers on it.
- Cancel the e-sign subscription. Tools like DocuSign charge a monthly fee per user, with document caps on the cheaper tiers. This is already built into your Grow plan: no per-document limit, the quote and the signature live in the same place, and the signature line can collect the deposit. Most crews drop the subscription entirely once this is running.
Timeline
Quoting from your phone within the week
Day 1
One short call
Ten minutes on the jobs you quote most, your usual price ranges, and any terms you want on every estimate.
During the build
Templates set up
We load estimate templates for your common jobs and send a test quote to your own phone so you can feel what the customer feels.
Day 7
Full system live
Your website, booking, reviews, and quoting are all set up.
One system
Works with the rest of the system
A signed quote starts the job. These carry it the rest of the way.
Grow
Invoicing + text-to-pay
When the work is done, the signed quote becomes the invoice they can pay from their phone.
Learn more →Pro
CRM + pipeline
Every open bid sits on one board, so you can see what is out, what is signed, and what needs a push.
Learn more →Pro
Online booking
The approval flows straight into picking a start date on your calendar, while they are still saying yes.
Learn more →Pro
Unified inbox
The quote lives in the same thread as the customer's calls and texts, so either of you can pull it up in seconds.
Learn more →Answers
Estimate and e-sign questions
Does an e-signature actually hold up?
Electronic signatures are recognized under US law and used every day for leases, loans, and contracts far bigger than a fence job. Each signed estimate records who signed, when, and from where. Compared to a handshake and a memory, it is a much better place to stand if anything gets disputed.
What if the customer wants changes?
You edit the estimate and resend it in a couple of minutes, from wherever you are. They sign the current version, so there is never confusion about which set of numbers is the real one.
Do customers need an app or an account?
No. The estimate opens as a link in their phone's browser. They scroll, tap approve, sign with a finger, and they are done. If a customer prefers paper, you can still print one, but almost nobody asks.
Can I include photos and my own terms?
Yes. Attach photos from the walkthrough so the customer sees exactly what you saw, and add your standard terms so they ride along on every estimate. If you have contract language from your attorney, the system carries it as written.
What happens right after they sign?
Both of you get a copy instantly, and the job moves forward without you touching anything. The approval can trigger a booking link for the start date, and the signed numbers are waiting when it is time to send the invoice.