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
- 1
They open the link
The customer opens your branded proposal on any device — no account needed. They see the cover, your warranties and each option.
- 2
They ask questions
A built-in assistant (“Questions about your quote?”) answers from exactly what you sent, with suggested chips and free-text — shown before they sign.
- 3
They accept & sign
They pick an option, type their full name, and click “Sign & accept.” They see “Accepted — thank you!” and you’re notified — the job moves forward.
Good to know
- Turn on phone notifications and you get a push the first time they open the quote, and again when they sign it.
Still stuck? Ask the Ask RidgeSync assistant in the bottom-right, or email our support team.