Sign now and Manual sign (in person)

Close at the kitchen table: let the homeowner sign on your device with Sign now, or record an acceptance you obtained on paper with Manual sign.

Intermediate 5 minSales rep / estimator, Owner / manager· Last checked 2026-10-03

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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: /projects/[projectId], /agreement/esign/[reportId] · Guide last checked 2026-10-03

0 of 4 ticked · remembered in this browser

Preconditions

A draft proposal on a job; a tablet or touch screen for the signature.

Steps

1. Sign nowDo: On the job page click "View report" on the draft proposal and then "Sign now". Hand the device to the homeowner.Expect: The e-sign page opens; they choose an option, tick upgrades and sign. "Sign now" is offered only from the job page, not from the editor's Review and Share.Actual:
2. Manual SignDo: In the preview click "Manual Sign". In "Select Manual Signer" pick the signer, then complete with "Save and Manually Sign" / "Complete Manual Sign".Expect: The card shows "Manual sign <date>" and the Signer Status dialog says "Signed manually".Actual:
3. Check the outcomeDo: Look at the board and job.Expect: Job in Signed, value set, "Create order" and "Create invoice" available on the card.Actual:

Result

Tester

Date

Build / environment (staging URL + git commit)

Browser & device

Notes / findings

Related lessons

Review and send a proposal for signature

Open the Document Preview, clear any warnings, send the signing email with a template, and confirm the job moved to Quote sent.

Sending & e-signaturesBeginner7 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

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