Sign in to your quotes. Admins see everyone; project managers see their own.
Not tied to any customer — reusable language everyone can copy into a quote.
Used on every proposal. Set these once.
Paste anything — a lead email from the website, a text from the customer, or your site-visit notes. Auto-Fill pulls out the customer's contact info, plus any "Task 1 …" lines or $-amounts as tasks. Everything else lands in Other Notes so you can build the quote from it.
Hand the iPad to the customer to accept online, or record a signature you collected. They can draw or type their name. This prints into the proposal — unsigned quotes still show a blank line to sign by hand.
Share this private link with the customer. They can review the proposal and sign from any phone — no app or login needed. The link only shows this one proposal.
Your proposal has been signed and sent to NC Drainage. You'll hear from your project manager soon.