Approvals and signatures, without the paper
Send estimates and contracts for digital approval. Customers review and sign via a secure link — no account required. Technicians capture signatures on-site when needed.
Tokenized Links
No account needed to approve
E-Signatures
Digital capture on any device
On-Site Capture
Technicians collect in the field
Rate-Limited
Brute-force protection built in
Four steps from sent to signed
Every estimate and contract follows the same clear approval path. No logins to create, no apps to download.
Send
Create an estimate or contract and send it to your customer with one click.
View
Your customer opens a secure link and reviews the details on any device.
Sign
They approve with a digital signature — or reject with a written reason.
Done
The signed record is stored and the status updates automatically.
Estimates approved with a single link
Send an estimate and your customer receives a secure, tokenized link. They review line items, pricing, and scope — then approve or reject with an e-signature. No account creation required.
Tokenized approval links
Unique, rate-limited URLs — no login required for customers
Line item review
Customers see scope, pricing, and descriptions before signing
30-day validity period
Default expiration with configurable validity windows
Rejection with reason
Customers can decline with feedback so you can follow up
Estimate-to-job conversion
Approved estimates convert to jobs or apply to existing ones
Capture signatures in the field
Technicians can present estimates to customers on-site and capture approval signatures directly on their device. The signature is stored securely and linked to the estimate record.
Touch Signature Pad
Canvas-based capture works on phones and tablets.
PWA Compatible
Works through the installable mobile app.
Linked to Record
Signature stored with the estimate, not a separate file.
Secure Storage
Signature data stored securely with the job record.
Contracts signed before work begins
Send templated contracts with a unique approval link. Customers review terms, sign digitally, and the signed document is stored with the job record. View tracking confirms when the contract was opened.
Templated contracts
Rich HTML content with variable substitution for customer and project details
Unique approval tokens
Rate-limited links prevent brute-force access to contract documents
View tracking
Know exactly when the customer opened the contract
Rejection with reason
Customers can decline and provide feedback for revision
Signature capture and storage
Digital signature stored as image data with a permanent record
Contract Lifecycle
Draft
Being prepared
Sent
Delivered to customer
Viewed
Customer opened the link
Approved
Signed and accepted
Rejected
Declined with reason
Built with security in mind
Every approval link and signature is protected by design. Rate-limited tokens, secure storage, and audit-ready records.
Unique Approval Tokens
Each estimate and contract gets its own cryptographic token. Links cannot be guessed or reused.
Rate-Limited Access
Approval endpoints are rate-limited to prevent automated attacks and brute-force attempts.
Validity Expiration
Estimates expire after 30 days by default. Contracts support configurable validity periods.
Secure Signature Storage
Signatures stored as image data on the record. Contract signatures backed up to secure file storage.
Customer Data Isolation
Approval links only expose the specific document — no access to other customer or company data.
Audit-Ready Records
Every approval captures a timestamp, signature, and status change for a complete audit trail.
Approvals inside the portal, too
Customers with portal access can review and approve estimates, sign contracts, and pay invoices from their dashboard. The same workflow, with an authenticated experience.
Part of a complete workflow
Approvals connect directly to estimates, contracts, invoicing, and your customer portal.
See approvals in action
Schedule a demo and we will show you the full approval workflow — from sending an estimate to capturing a signature on-site.