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Bid & Sign

After an estimate is signed

The status turns to signed and your company email and the estimate's author get a notice. The estimate is locked so it always matches what was signed.

Updated

  1. 1Review the signature

    The estimate page shows the signature, who signed, when and from where, a document fingerprint, and every extra they accepted with their initials.

    Signature card on a signed estimate
    Watch it
    Recording: Signature card on a signed estimate
  2. 2Download the signed PDF

    Click Download PDF. Use Duplicate to start a change order.

    Download PDF and Duplicate buttons

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