Authorization page: disclaimer, upgrades, selections and signers

Set up the page the homeowner signs: the disclaimer, optional upgrades they can add, product selections such as shingle colour, the quote profit margin, signers and footer notes.

Intermediate 8 minSales rep / estimator, Owner / manager· Last checked 2026-10-03

Video tutorial coming soon

The written steps below are complete. Producing the video? Use the video script tab — it follows these steps one for one.

GuideGuide Video scriptScript Test checklistChecklist

Tick each line only when the screen shows exactly what is described. Anything else is a finding: note the step number, what you saw, and the browser you used.

Screens covered: /edit/report/[reportId] · Guide last checked 2026-10-03

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Preconditions

A proposal with an empty Authorization page.

Steps

1. DisclaimerDo: Click Authorization. Edit "Disclaimer" with your acceptance wording.Expect: Text autosaves.Actual:
2. Optional upgradesDo: In the Optional Upgrades table click "Add New Item" and add, for example, "Gutter guards" with price and quantity.Expect: Columns Item / Price / Quantity / Total. The homeowner can tick upgrades on the e-sign page and they add to the total.Actual:
3. Profit marginDo: Set "Profit margin for this quote" between 0 and 100 if you track margin at the quote level.Expect: The value is stored with the quote.Actual:
4. Product selectionsDo: In "Product Selections" add an Item such as "Shingle color" with its Section/value, e.g. "Charcoal".Expect: Selections print on the signed document under "My Product Selections".Actual:
5. Signers and footerDo: Check "Signer 1 (Primary)" has Name and Email. Use "Add Another Signer" for a spouse or co-owner (up to 3; on Starter a third signer is refused when the page saves) and "Remove" to drop one. Fill "Footer Notes".Expect: Every signer needs a name and email before sending.Actual:

Result

Tester

Date

Build / environment (staging URL + git commit)

Browser & device

Notes / findings

Related lessons

Authorization templates

Save your disclaimer, standard optional upgrades, profit margin and product selections as a template in the Authorization Template Editor, then apply it to any proposal.

Proposals & quotesIntermediate5 min

What the homeowner sees: proposal page and e-sign

Walk through the homeowner's side: the email, the branded proposal page with photos and options, choosing upgrades, and signing on the e-sign page.

Sending & e-signaturesBeginner8 min

Additional signers: two or three people signing in order

Add a second or third signer, understand the strict signing order and signer-specific links, read the status on the job, and handle the common error messages.

Sending & e-signaturesIntermediate6 min

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