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.
Attachments freeze a moment; the job keeps changing
For estimators and PMs who need a clean approval trail without a customer login.
1
Old PDF versions remain in customer inboxes.
2
Acceptance is buried in an email reply.
3
Signed documents become detached files.
4
Payment requires a separate handoff.
One link, one current customer view
Review the current document
The customer sees the estimate or invoice intended for them without office-only information.
Accept and sign
Capture the acceptance identity and time, then request an e-signature when the process requires one.
Keep the record
The accepted status and signed document remain connected to the job.
Questions shops ask us
Does the customer need a login?+
No. Each estimate, invoice or signing page is a link made for that send. Open, review, accept, sign, pay.
Is acceptance the same as a signature?+
No. Acceptance records who agreed and when. A signature adds a signed document and its audit trail when your process needs one.
Can several people sign?+
Yes. A signature packet holds one or more documents and one or more signers. Each signer gets their own link and email thread, and the packet completes when everyone has signed.
Where is the signed copy?+
On the job, with the audit trail of who signed and when. It goes out to the signers as well.
Can a link be turned off?+
Yes. Any customer link can be revoked, and a revoked link shows a dead page rather than the document.
Can they pay from the same page?+
Yes. When the estimate carries a deposit, or the invoice has a balance, the payment options are on the page they just accepted.