Estimate Signatures

Overview

When you share an Estimate Proposal with your client through Buildwise, they can review the document and provide a digital signature, creating a legally binding agreement. 

The process for getting an estimate signature is simple:

1. You share the estimate through Buildwise.
   • While you can send the estimate to multiple clients for signing, only one person can sign it.
   • Whoever signs the document first will be the only signature on record. 
   • If the second client opens the document after the first has signed, they will not see the option to digitally sign.
2. The client digitally signs the document in the Customer Signature box and clicks Sign. 
   • A popup message briefly displays on the page, confirming that the document was signed successfully.
   • The Sign button is removed from the document. 
   • In Buildwise, the document is updated with the client’s signature, and the estimate status is automatically updated to Client Approved.

3. Optional: You can download a PDF of the signed document and email it to the client for their records, as Buildwise does not send a follow-up email with the completed document.
   1. Go to the Estimate Builder and select Download.