Let my clients sign my proposals on my device
From Jon in Handoff Remodelers Forum WhatsApp Community:
“I have customers that don’t do technology…. I have had to print their contracts to be signed. I then opened it myself and noted later in the signature column with a signed hard copy note to get it completed in the process. There needs to be an option to review and sign so I can go through the contract with the customer and allow them to sign on my tablet. To open it I had to create a link, send it to myself, open it and then sign and approve it myself. There should also be an option to approve the contract with an administrator note.”
This request was merged into another request
Comments2
donaldlouissterling
Nov 3, 2025
•Merged request
•2 votes
Accept Digital Signature In Person
Option to have a customer sign with finger on the app when quoting in person without having to “send” that requires an extra step
Justin Watkins
Nov 3, 2025
•Merged request
•3 votes
Let homeowners approve and sign proposals from the contractor’s device.