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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.”

2 comments

This request was merged into another request

Comments2

  • donaldlouissterling

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    Nov 3, 2025

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    Merged request

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    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

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    Nov 3, 2025

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    Merged request

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    3 votes

    Let homeowners approve and sign proposals from the contractor’s device.