Product Tour
Use Cases
- Digital signing of contractor proposals and estimates
- Subcontractor agreements and change orders
- Lien waivers and completion certificates
- Service agreements and maintenance contracts
- Employment and onboarding paperwork
- Permit-related owner authorization forms
- Multi-party contract negotiation with redlining
Pricing
Core electronic signature product with templates, bulk send, web forms, and payments
AI-powered agreement platform combining creation, signing, analysis, and management
Full contract lifecycle automation with workflow builder, AI review, repository, and obligation tracking
Remote online notarization service
Signer identity verification
Capability Matrix
| Feature | Status | Depth |
|---|---|---|
| E-Signature | Yes | Advanced |
| Proposals & Quotes | Partial | Standard |
| Service Agreements | Yes | Advanced |
| API Access | Yes | Advanced |
| Zapier Integration | Yes | Standard |
| Reporting Dashboard | Yes | Standard |
| QuickBooks Sync | Partial | Basic |
| Payment Processing | Yes | Standard |
| Invoicing | No | Basic |
| Estimating | No | Basic |
| CRM / Customer Management | No | Basic |
| Scheduling | No | Basic |
| Dispatch | No | Basic |
| Photo Documentation | Partial | Basic |
| Customer Portal | Yes | Standard |
| Online Booking | No | Basic |
| Marketing Automation | No | Basic |
| Call Tracking | No | Basic |
| GPS Tracking | No | Basic |
| Time Tracking | No | Basic |
Strengths
- Industry-standard e-signature accepted by courts and financial institutions
- 1,000+ pre-built integrations including Salesforce, QuickBooks, Google Workspace, Microsoft 365
- Robust audit trail and tamper-evident sealing for legal defensibility
- Mobile-first signing experience for field crews and homeowners
- Zapier integration enables connection to virtually any contractor software
- CLM product covers full contract lifecycle from creation through renewal
- AI-powered clause flagging and risk analysis in CLM tier
Best Fit
Contractors of all sizes who need legally binding digital signatures on proposals, contracts, and change orders — from solo operators sending a single estimate to large contractors managing hundreds of subcontractor agreements simultaneously.
Sized and priced for small operations — large shops may outgrow it.
Alternatives to Consider
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Procore
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