Quotes & E-Signatures

Move from estimate to approved work without rebuilding information.

Create professional quotes, collect approvals and signatures, and carry approved scope directly into the next operational step.

How it works

Move from proposed scope to auditable customer approval.

Create professional quotes, collect approvals and signatures, and carry approved scope directly into the next operational step.

Use services, quantities, prices, terms, notes, and optional scope instead of rebuilding a proposal in a separate document.

Publish a customer-facing version so the business can preserve what was actually presented.

Keep approval, signature, decline, revision, and downstream job context tied back to the estimate.

Connected records

Brings identity, contact details, history, preferences, and related work into a single relationship view.

Carries scope, pricing, versions, and customer decisions forward so approved work does not need to be recreated.

Carries scope, pricing, versions, and customer decisions forward so approved work does not need to be recreated.

Records who approved what, when it happened, and which version or scope the decision applies to.

Records who approved what, when it happened, and which version or scope the decision applies to.

Connects the sold scope to scheduling, assignments, field activity, completion, and downstream billing.

Links charges and balance status back to the customer and completed work that produced the bill.

Operational questions

✓ Which version did the customer approve?

✓ What scope changed before approval?

✓ Which quotes are still waiting?

✓ Can approved work carry forward without re-entry?

Plan context

Quote and e-signature workflows are part of the core platform; deeper automation depends on plan.

See it in your workflow

✓ Review the workflow that matters to your team.

✓ See how FreedomOS connects the office, field, customer, and money.

✓ Start with the tools you need now and expand as you grow.