Site identification
Street address, unit number, GPS or parcel reference so the demo ties to the correct property and permits.
A clear demo record reduces disputes by documenting site conditions, proposed scope, and client expectations; it supports permit applications, informs final quotes, and provides an auditable trail if compliance or warranty issues arise.
Typical users represent both sides of the installation: service providers who perform or estimate work, and property stakeholders who authorize or review it.
Correctly completed demos create a shared record that reduces rework, supports permit submissions, and speeds final invoicing.
Street address, unit number, GPS or parcel reference so the demo ties to the correct property and permits.
Names, roles, and company affiliations of client, installer, and witnesses to establish who participated in the inspection.
Detailed measurements, mounting locations, and material notes to support a final proposal and permit drawings.
Time-stamped photos or sketches showing mounting points, clearances, obstructions, and existing conditions.
Record of required permits, local code references, or accessibility requirements discovered during the demo.
Signature lines for installer and client, date, and a short outcome note (e.g., 'Proceed to estimate' or 'Requires permit').
| Field | Configuration |
|---|---|
| Required fields | Mark address, measurements, and signatures as mandatory |
| Photo upload | Enable file attach and set acceptable formats (JPEG, PNG, PDF) |
| Signer order | Set installer first, then client for acknowledgment |
| Authentication | Email link or SMS code depending on risk |
Use an eSignature platform that records signer identity, stores an audit trail, and exports standard signed PDFs for regulators and insurers.
For installers needing integrations with project software, choose a platform that supports common connectors and produces tamper-evident signed PDFs compatible with permit offices.
Complete before permit application to avoid delays
Finalize within 7–14 days to keep pricing accurate
Document demo date as potential warranty reference
Store completed demo promptly in the project folder
Schedule within 30–90 days if required
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |