Send the right document
Prepare the agreement with the customer and service details in place.
DOCUMENTS SIGNINGSend it. Sign it.
Send it. Sign it.
Keep it with the customer.
Prepare documents, request a signature and keep the completed agreement connected to the customer and the job.
CONNECTED TO YOUR BUSINESS
Less paperwork. A clearer signing journey.
Give customers a practical way to review and sign, and give your team a clear view of what still needs attention.
Track the next step
Keep signature requests and completed documents organised for your team.
Keep the signed copy connected
Save the completed agreement with the relevant customer so it’s easier to find.
PRACTICAL FOR LOCAL BUSINESSES
The agreement belongs with the job.
Keep the document journey connected to the conversation, so the team has useful context before and after signing.
- 01
Service agreements
Present the agreed service and relevant customer details clearly.
- 02
Customer review
Give the recipient a chance to read the document before completing it.
- 03
Signature requests
Organise who needs to sign and the fields they need to complete.
- 04
Completed documents
Keep signed copies organised with the right customer and service history.
A LOCAL PLUMBING EXAMPLE
From a service agreement to a signed copy.
Choose a step to see how the details stay connected.
Document prepared
Start with the agreed details.
Prepare Sarah’s service agreement for the hot water repair and check the information before sending it.
Sarah Wilson · Hot water repair · Quote $450Illustrative example. Connections and automatic actions depend on your setup. This does not submit a form or send a document.
GET THE PROCESS READY
A simple process from preparation to completion.
Prepare the content
Choose the right document and check the customer, service and agreement details.
Set the signing fields
Organise the required recipient fields and review the document before sending.
Send and keep track
Follow the signing journey and keep the completed copy with the customer.
KEEP THE DETAILS TOGETHER
Connected to the customer journey.
Customer records
Keep the relevant information attached to the customer.
Explore CRMConversations
Pick up the conversation with the details already available.
Explore One InboxSales Opportunities
Give potential jobs a clear owner and next action.
Explore OpportunitiesQuestions about document signing?
What can I use document signing for?+
Use it for suitable customer agreements and documents that need review and a signature.
Can customers sign from their phones?+
The signing journey can be accessed from a phone or desktop, with the document configured for the recipient.
Can I keep signed copies with the customer?+
Yes. Keep completed documents organised alongside the relevant customer and job information.
Can I check what still needs a signature?+
Your team can keep track of signature requests and completed documents in the signing workflow.
Can documents include customer details?+
Prepare documents with the relevant customer and service information, and check it before sending.
Can this connect to the rest of my workflow?+
Use the document’s progress as part of your customer journey. Automatic next steps depend on your setup.
Keep agreements moving.
Keep your team informed.
Bring documents, signatures and customer records together with Brandroof.
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