Collecting Signatures Overview
See every way to collect a customer signature in FieldPulse, from estimates and invoices to custom forms, job reports, and maintenance agreements.
Setting Up Contracts
Create reusable contracts in FieldPulse, attach one to every estimate and invoice by default, and collect the customer’s signature by email or in the app.
How to Request a Customer Signature
Email a FieldPulse estimate or invoice with a signature request, attach a contract if you need one, and find the signed PDF saved on the record.
How to Use Estimate Options & Add-Ons
Build Good, Better, Best options and optional add-ons on a single FieldPulse estimate so the customer picks their own combination and accepts the total.
How to Send a Variant Proposal for Signature and Payment
Send a FieldPulse variant proposal so the customer picks a Good, Better, or Best option, signs, and pays in one visit, from web or mobile.