STEP 01
Share securely
Send the document link to the appropriate job contact.
Give customers one current place to review, accept, sign, and pay
Give the customer one current document and keep the approval on the job.
Why it matters
Attachments freeze a moment; the job keeps changing
For estimators and PMs who need a clean approval trail without a customer login.
01
Old PDF versions remain in customer inboxes.
02
Acceptance is buried in an email reply.
03
Signed documents become detached files.
04
Payment requires a separate handoff.
How it works
One link, one current customer view
STEP 02
Review the current document
The customer sees the estimate or invoice intended for them without office-only information.
STEP 03
Accept and sign
Capture the acceptance identity and time, then request an e-signature when the process requires one.
STEP 04
Keep the record
The accepted status and signed document remain connected to the job.
Questions buyers ask
Straight answers, before the demo.
Does the customer need a Woodsystems login?+
No. Customer access uses the secure share link for the specific document or job experience.
Is acceptance the same as an e-signature?+
No. Acceptance records approval identity and time; an e-signature adds a signed document when your process requires it.
Where is the signed copy stored?+
The completed document remains attached to the relevant job record.
See it in action