Proposals & E-Sign
How to build a branded roofing proposal, send it by text or email, and let the customer pick an option and e-sign it from their phone in a couple of taps.
Build and send a proposal
How to turn a roofing estimate into a branded proposal and get it to the customer — write each option, save the quote, then email it, text it or copy the link.
5 min3 steps
How the customer signs
What your roofing customer does to accept a quote — open the link on any device, ask the built-in assistant questions, pick an option and sign with a name.
3 min3 steps
The customer quote assistant
How the assistant built into every proposal answers customer questions in plain English — grounded in the quote you sent, and never changing price or terms.
2 min3 steps