Get a quote signed and approved
Your client can approve and sign from the link you send, or you can hand them your phone and collect the signature yourself.
How your client approves
Send the quote and your client gets an email with a PDF and a no-login link. On that page they select Approve and sign, then sign by drawing with a finger or typing their name. A line above the pad says that signing accepts the quote, its costs and any terms that apply. They can use Download PDF at any time, and once they approve, the page shows the approval date with their signature on it.
Signing in person
- 1Open the quote on your phone
Go to Quotes and open the quote. It can be a Draft, Sent or Changes requested quote.
- 2Select Collect signature
It is in the menu beside the main button. A signature pad opens.
- 3Hand your client the phone
They sign with a finger. Tick Send your client a copy to email them the signed PDF.
- 4Submit
The quote becomes Approved, exactly as if they had signed the link themselves.
When a client wants changes
Your client can select Request changes, from the link or from their Homeezy account, and write what they want changed. The quote then reads Changes requested for you, with their message on it, and they can't approve it until you send a new version. Select Edit quote, make the changes, then Send to client.
Editing an approved quote removes the signature. The version your client signed is kept as a PDF with the quote, and the quote goes back to Sent so they can approve the new one (to Draft if you never sent it). Once a quote has a job, it can no longer be edited.
No. The link in the email works without one. A client who does have a Homeezy account can also approve from their own Quotes page.
Yes, except on a Homeezy request, where only the homeowner approves. Mark as approved records that your client said yes without a signature, for the times you agreed by phone. Use Collect signature instead when they are with you and you want their signature on the PDF. An approved quote is the one you can convert to a job.
On the quote and on its PDF: the drawn mark or the typed name, with the name and date under it. Sends, opens and approvals are all in the quote's activity feed.
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