What happens after a customer signs an estimate: the auto-drafted deposit invoice, the signed banner, and one-tap contract generation.
The gap between "they said yes" and "we have a signed contract and a deposit" is where deals stall. RevolveCore closes that gap with a chain: the moment a customer accepts and signs an estimate in the portal, a deposit invoice drafts itself and contract generation is one tap away. This guide walks the whole chain, plus the manual → CONVERT path when you want to turn an estimate into an invoice yourself.
§Convert an estimate to an invoice manually
Any estimate can become an invoice directly: tap → CONVERT on the estimate row. Converted estimates show under the CONVERTED filter chip, and the new invoice picks up the invoice actions — $ PAY, 📤 EMAIL with a payment link, ✎ DEPOSIT, and ± CO for change orders.
§The automatic chain: portal signature to contract
- 01Your customer opens the estimate in their portal, reviews the full line items and total, and taps
Accept & sign— typing their name in a script face or drawing a signature. (Declining requires a reason, so you always know why.) - 02The moment they sign, a deposit invoice auto-drafts at your company’s deposit percent — 30% by default. It is drafted only, never sent automatically.
- 03Back in the app, the customer shows an
ESTIMATE SIGNED BY …banner with two buttons:⚖️ GENERATE CONTRACTand✎ DEPOSIT. - 04Review the deposit invoice, adjust it with
✎ DEPOSITif the standard percent is wrong for this job, then send it with📤 EMAIL— the email includes a payment link. - 05Tap
⚖️ GENERATE CONTRACT. AI drafts the contract from the signed estimate, using your company’s standing AI contract language. - 06Review the draft, then send it for signature through the send wizard.
📤 EMAIL, your customer has signed an estimate but has not been asked for money — do not assume the deposit request went out.CONTRACT DEFAULTS in company settings, which controls whether a deposit is required at all and what percentage it drafts at — change the 30% there once instead of adjusting every deposit invoice. Signing-link expiry days and warranty years live in the same entry.You can also start a contract from an estimate at any time with ⚖️ AI CONTRACT on the estimate row — the portal signature is the trigger for the automatic chain, not a requirement for drafting.
§Related
- ◆See "Send for signature" for the four-step send wizard.
- ◆See "What your customer sees when signing" for the signer experience.
- ◆See "Deposits and change orders" in Invoicing + Payments for deposit mechanics.