Product Tour
Use Cases
- Create branded contractor proposals from templates
- Send contracts for legally-binding e-signature
- Build custom quotes with pricing tables and product catalogs
- Collect payments from signed documents
- Automate approval workflows for bids
- Track document opens and engagement analytics
- Bulk-send service agreements to multiple customers
Pricing
Free
Starter
Business
Enterprise
Capability Matrix
| Feature | Status | Depth |
|---|---|---|
| Proposals & Quotes | Yes | Advanced |
| E-Signature | Yes | Advanced |
| Invoicing | Partial | Basic |
| Payment Processing | Yes | Standard |
| Estimating | Partial | Standard |
| Pricebook | Yes | Standard |
| Flat Rate Pricing | Partial | Basic |
| CRM / Customer Management | No | Basic |
| Customer Portal | Partial | Standard |
| Reporting Dashboard | Yes | Standard |
| API Access | Yes | Advanced |
| Zapier Integration | Yes | Advanced |
| QuickBooks Sync | Yes | Standard |
| Photo Documentation | Partial | Basic |
| Time Tracking | No | Basic |
| Scheduling | No | Basic |
| Dispatch | No | Basic |
| Route Optimization | No | Basic |
| Inventory Management | No | Basic |
| Asset Management | No | Basic |
Strengths
- 1000+ templates including roofing, HVAC, and construction verticals
- All-in-one: proposal + e-signature + payment in one workflow
- Strong CRM integrations (Salesforce, HubSpot, Pipedrive)
- QuickBooks and payment gateway integrations
- Mobile app for field document signing
- Zapier connectivity to 1300+ apps
- Advanced document analytics and audit trail
Best Fit
Small-to-mid-size contractors who need to create professional proposals and contracts quickly, collect e-signatures, and accept payments — without full field-service management complexity.
Alternatives to Consider
Jobber
Field service management software designed for small to mid-size home service businesses.
Housecall Pro
Housecall Pro is a cloud-based field service management platform built for residential home service contractors. Founded in 2013 and headquartered in San Diego, CA, it serves 45,000+ businesses across HVAC, plumbing, electrical, cleaning, roofing, painting, landscaping, and 50+ other trades. The platform covers the full job lifecycle — scheduling, dispatching, estimating, invoicing, payments, GPS fleet tracking, CRM, online booking, and marketing automation — delivered via web and native iOS/Android apps. Operated by parent company Codefied Inc., it also runs subsidiaries BuildBook and Trade Academy.
DocuSign
DocuSign is the market-leading electronic signature and intelligent agreement management platform, used by 1.7 million customers including 95% of Fortune 500 companies. Widely adopted by contractors across all trades for proposals, contracts, change orders, lien waivers, and service agreements. The platform has expanded beyond e-signature into a full agreement lifecycle suite (IAM) with AI-powered contract analysis, CLM workflows, web forms, payments, and 1,000+ integrations. Listed on NASDAQ as DOCU.