Electronic Routing & Signature Capture
Customer change orders, sub change orders and agreements.
How it works
Send, track and approve of documents all in one place in a matter of seconds.
Email documents for signature and/or approval request
Sign or approve documents
Auto-stores signed documents & updates status
Receive a copy of the signed document
Send reminders for outstanding documents
THIS FEATURE TAKES APPROVALS & ELECTRONIC signatures to the next level.
a true game changer.
- Create unique workflows and route to internal or external parties such as subcontractors, architects, customers, based on a specific set of conditions including: type of change order, dollar or % amount, cost type, etc.
- Easily email a secure link to any device for document approval and/or electronically or manually signature. Sign electronically and view or attach supporting documents such as drawings, exhibits etc.
- Signatures automatically embed within the document based on your customized design template.
- Approve and sign documents from any device. Third parties do not require a log in or user license. Approve, decline or request revisions.
- Upon completion, the document routes via email to the next person assigned in the workflow. Once finalized, the signed document stores in the document management system and updates the status as signed and approved.
- All key parties receive a signed copy of the agreement.
- There is an optional feature that can be activated for change orders so when the final signature is captured, it will automatically update the change order status to approved, link the change to the billing and generate and email associated subcontract change orders
Save over 20 hours a month
Why
customers
love this feature
Saves Time
Eliminate the manual work & save over 20 hours/month
Improved Efficiency
Automate the data entry and uploading of documents
Stay organized
Documents are auto-stored & indexed to their designated folders
Stay Informed
Identify the status of documents in real-time and receive notifications for signed documents
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