Sending quotes for digital approval/signature

Purpose

 1.1. Facilitate sending of restoration service quotes to customers for digital approval/signature.
 1.2. Capture client acceptance in a legally binding manner, reducing turnaround time.
 1.3. Archive quotes and signatures automatically for audit trails and compliance.
 1.4. Eliminate manual paperwork, miscommunication, and delayed approvals.
 1.5. Allow for customized quote details including item descriptions, restoration process, pricing, and terms.

Trigger Conditions

 2.1. Submission of quote generation form by restoration expert.
 2.2. Status change in CRM to "Quote Ready."
 2.3. Customer request via inbound email or call for quote.
 2.4. Completion of on-site inspection and quote drafting.
 2.5. Automated trigger at project scoping completion.

Platform variants

 3.1. DocuSign
  • Feature/Setting: Templates API — Configure envelope creation and embedded signing for quotes; map fields for customer & service details.
 3.2. Adobe Sign
  • Feature/Setting: REST API — Use transient document endpoint for quote PDF upload and agreement creation endpoints for signature request.
 3.3. HelloSign
  • Feature/Setting: Signature Request Send Endpoint — Trigger with customer email and quote document.
 3.4. PandaDoc
  • Feature/Setting: Document Creation API — Pre-fill restoration quote template, assign signer role, and trigger signature request.
 3.5. SignNow
  • Feature/Setting: Document Group API — Batch send quotes for multiple jobs; assign signer and callback status updates.
 3.6. Sertifi
  • Feature/Setting: API PostSend endpoint — Send and track agreement for digital signature.
 3.7. RightSignature
  • Feature/Setting: SendDocument endpoint — Map quote details into fields and specify recipient contact.
 3.8. SignEasy
  • Feature/Setting: SendForSignature endpoint — Attach quote PDF and personalize message.
 3.9. eversign
  • Feature/Setting: CreateDocument endpoint — Populate template with restoration details, assign client signer.
 3.10. OneSpan Sign
  • Feature/Setting: REST/JSON API — Use package creation and sending functions for restoration quotes.
 3.11. Signable
  • Feature/Setting: API integration with template fill and send action for customer signatures.
 3.12. Zoho Sign
  • Feature/Setting: Send Document API — Auto-fill template, define workflow for approval.
 3.13. Dropbox Sign (formerly HelloSign Business)
  • Feature/Setting: Embedded Signature Request — Trigger with dynamic quote content.
 3.14. Formstack Sign
  • Feature/Setting: Direct API call for document setup and signer routing.
 3.15. SignRequest
  • Feature/Setting: Documents Send API — Pass PDF of quote, recipient email.
 3.16. Concord
  • Feature/Setting: Document creation via API, signature workflow for approval.
 3.17. KeepSolid Sign
  • Feature/Setting: Send Document endpoint — Attach quote and assign signers in workflow.
 3.18. GetAccept
  • Feature/Setting: Send sales document API; track digital signature completion.
 3.19. Signaturit
  • Feature/Setting: Send signature request API — set up for quote acceptance.
 3.20. eSignLive
  • Feature/Setting: Create and send signing package API; pre-fill customer and quote fields.
 3.21. Jotform Sign
  • Feature/Setting: Send document for esignature and auto-fill restore item data via API.
 3.22. Foxit eSign
  • Feature/Setting: Document Send API for bulk or single quote dispatch.

Benefits

 4.1. Improved turnaround with instant digital delivery and collection of signatures.
 4.2. Legally compliant audit trail for every sent, opened, and signed quote.
 4.3. No physical paperwork; eco-friendly and reduces errors from manual handling.
 4.4. Centralized dashboard/reporting for all customer quotes and job status.
 4.5. Seamless integration into existing CRM, project management, and billing systems.
 4.6. Enhances professionalism, improving customer trust and satisfaction.