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ESTIMATES + CONTRACTS
10 GUIDES
From first number to signed contract.
§ ESTIMATES + CONTRACTS · ★ POPULAR
Create an estimate
How to build, preview, and send a standard estimate — the first document most customers see from you.
4 min
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§ ESTIMATES + CONTRACTS
Sectioned estimates and invoices
Use the § SECTIONED block builder for multi-part scopes that need more structure than a flat line-item list.
3 min
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§ ESTIMATES + CONTRACTS
AI estimates
Generate a draft estimate with ◆ REX AI from job photos, voice notes, or a written scope — then review before anything goes out.
4 min
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§ ESTIMATES + CONTRACTS
Present an estimate
Use ▶ PRESENT to walk a customer through a full-screen slide deck — and take their signature right on the device.
4 min
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§ ESTIMATES + CONTRACTS · ★ POPULAR
Estimate to invoice to contract
What happens after a customer signs an estimate: the auto-drafted deposit invoice, the signed banner, and one-tap contract generation.
5 min
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§ ESTIMATES + CONTRACTS
Send for signature
Start a contract from a template and route it to signers, CCs, and viewers with the four-step send wizard.
4 min
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§ ESTIMATES + CONTRACTS
What your customer sees when signing
The signer experience end to end: the signing link, guided fields, consent, ADOPT & SIGN, and the sealed final document.
5 min
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§ ESTIMATES + CONTRACTS
Contract status, reminders and audit trail
Track every contract in realtime, nudge pending signers, and read the signer timeline and audit trail.
4 min
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§ ESTIMATES + CONTRACTS
The contracts hub for admins
The Admin Console DOCUMENTS group: the template library, the upload-a-PDF builder, standing AI contract language, renewals, and contract settings.
4 min
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§ ESTIMATES + CONTRACTS
Proposals
Build block-based proposals from the STARTER template or a blank draft — and know the current phase limits.
3 min
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◆ READY WHEN YOU ARE