Cover Information
Client and site details, inspection date, and preparer contact information for follow-up and authorization.
A well-prepared quote sets expectations for scope, cost, and timing, reduces disputes, and speeds decision-making by providing a transparent basis for approval.
Use the quote to document acceptance conditions, payment terms, and any follow-up inspections required before final invoicing.
| Field | Configuration |
|---|---|
| Template | Create reusable quote template with standard line items and terms. |
| Signer Roles | Assign client approver and contractor signer for role-based signing order. |
| Conditional Fields | Show optional line items only when selected (e.g., emergency repair). |
| Notifications | Enable email/SMS reminders and completion receipts. |
Use an eSignature platform that preserves audit trails, secures attachments, and supports the authentication level your workflow needs.
Ensure the chosen platform meets your industry compliance needs (for example HIPAA for healthcare) and retains a tamper-evident audit trail.
Client and site details, inspection date, and preparer contact information for follow-up and authorization.
Clear descriptions of defects or services, quantities, part numbers, and priority levels tied to photos when available.
Separate parts, labor, taxes, and fixed fees with subtotal, tax rate, and total due to avoid ambiguity.
Estimated start date, expected duration, and any lead times for special-order parts or permits.
Warranties, exclusions, payment schedule, change order process, and dispute resolution language where applicable.
Signature, printed name, title, and date line; include instructions for electronic acceptance if used.
| 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 by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes (Business Premium) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |
Specify number of days the price is valid (commonly 15–30 days)
Note expected start lead time for standard versus emergency work
Indicate how soon the client should accept to secure pricing and schedule
State that work dependent on permits may be delayed until permits are obtained
List deposit requirement and final invoicing schedule