E-Signatures on Estimates enable you to collect a signature when you send estimates to your customers via email or SMS. This removes the need to print, physically sign, and scan documents, allowing you to close deals faster.
In this article, you will find detailed information about collecting e-signatures on your estimates on the web version of Housecall Pro.
Turning E-Signatures On/Off
E-Signatures are enabled by default for all accounts created on or after March 1, 2025. If your account was created before that date, follow the steps below to enable the feature.
For new users:
Click the gear icon in the top right corner of your HCP account to go to Settings.
Select Estimates from the Settings menu on the left.
Click the Configuration tab on the Estimate settings page.
If you're on the previous version of settings:
Click the gear icon in the top right corner of your HCP account to go to Settings.
From the left-hand menu, select Estimates, then choose Estimate defaults from the dropdown menu.
In your Estimate default settings:
Click the toggle to the right of Require e-signatures for approval to enable or disable e-signatures.
Signing the Estimate
First, create an estimate and send it to your customer by email or SMS.
When your customer opens your estimate and approves an option, they will be prompted to provide their signature.
The customer has to first provide their name. This name will later be displayed next to the signature.
Next, they can decide whether they want to leave the signature typed:
Or, if they prefer to draw it:
If you have added Terms and Conditions to your account, the customer can review them by clicking the link.
Finally, the customer must check the box to acknowledge that they agree to conduct business with you electronically.
Once the customer successfully provides their signature, the estimate is approved!
Accessing the Signed Copy of the Estimate
Both you and your customer will receive a signed copy of the approved estimate via email.
This copy is a PDF file containing your customer's signature, along with the name, IP address, and timestamp of the moment the signature was provided.
The PDF also contains the approved estimate and the terms and conditions your customer has agreed to.
Additionally, you can download the same PDF from the Estimate details page.
Estimate Signatures on Mobile
You can also collect customers' signatures on mobile! Read more about estimate signatures on mobile in our Help Article, "Estimate or Job Approval & Signature on Mobile."
Having trouble finding what you need?
For further assistance, please reach out to our Chat Support team
via the Blue Chat Bubble in your Housecall Pro account, or
contact our Phone Support team at (858) 842-5746.