QUOTE → SIGNED CONTRACT
Estimate accepted in your CRM auto-sends the contract to DocuSign and the deposit invoice to Stripe — no human touch.
HOW IT WORKS
The gap between 'yes' and signed contract is where deals leak. This template closes it. The moment a homeowner accepts your estimate (verbally on a call, by reply email, or by tagging the quote in your CRM), the contract templates with their info auto-fill and ship to DocuSign. The deposit invoice fires to Stripe in the same minute.
Both the homeowner and your office manager get the package. Your foreman is auto-CC'd so they can start scheduling. No manual filling, no copy-paste, no Friday-afternoon 'I'll do it Monday'.
If the homeowner doesn't sign in 24 hours, an automated reminder goes out. Two days, escalation to your salesperson.
WHAT’S INCLUDED
- CRM trigger detection (HubSpot, Pipedrive, JobNimbus, AccuLynx)
- Auto-populated contract template (homeowner, scope, price, color, warranty)
- DocuSign envelope generation + send
- Stripe deposit invoice (configurable %)
- Multi-recipient CC (foreman, office, sales)
- Reminder + escalation sequence
REAL EXAMPLE
Replies 'yes let's do it' to the estimate email at 6:14pm.
Contract + Stripe invoice in homeowner's inbox at 6:15pm. Foreman CC'd.
Average close cycle drops from 5 days to 1.8 days. Deposit collected before crew arrives.
Any shop signing 5+ contracts a month.
Shops without a digital CRM yet — start there first.