Contractors template kit

Client agreements, approvals, and balance tracking for Contractors.

Estimates, change orders, deposits, and completion approvals. Invited pilot users can install starter agreements, signing fields, balance-tracking steps, and email copy. Live client payment checkout is not generally available. Start with the small-business contract signing workflow.

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Included templates5 workflows

1Estimate Approval

2Change Order

3Deposit Authorization

4Completion Approval

5Subcontractor Agreement

Contractors document workflow

Use a signing process built around the real work.

Workflow context

Contractor paperwork changes as a job moves from estimate to active work and final acceptance. The useful signing record is not just a signature on the first proposal: it should make clear which scope, allowances, exclusions, schedule assumptions, and price the client reviewed. A later change order needs its own version and approval rather than an edited estimate that obscures what changed. At completion, an acceptance or punch-list record can document the handoff without pretending that every open issue disappeared. SignApprove can keep those PDFs, recipient fields, balance records, and audit events connected. It does not supply contractor-license terms, lien notices, permit language, or jurisdiction-specific consumer disclosures; those documents require qualified local review.

Prepare the PDF and fields

Prepare the PDF around the actual job. Confirm the customer and project address, legal business name, license details where required, scope boundaries, materials, allowances, start conditions, target timing, cleanup responsibilities, warranty language, and any referenced drawings or photos. Put initials only beside clauses that genuinely need a separate acknowledgment. If a change adds cost or time, describe both effects in the change-order PDF and identify the estimate or contract it modifies. A black box drawn over a customer detail is not necessarily secure redaction, so verify the exported file before sharing. Track a deposit or remaining balance only as an operational record unless a live payment provider has been separately configured and validated.

Route approval and retain proof

A practical route starts with an estimator or project lead preparing the approved PDF, followed by an internal pricing check when required. The customer or authorized property representative then reviews the complete package and signs the fields assigned to that role. Material changes return through a new change-order request. A completion approval should be separate from the original estimate and should identify unresolved items rather than force a blanket release. Delivery email must be tested through the configured provider; creation of a signing request alone is not proof that the homeowner received it. Retain the original, signed version, hashes, timestamps, and certificate with the project record.

Contractors preflight checklist

Project address and contracting entity match the customer record.
Scope, exclusions, allowances, and attachments are complete.
Price and schedule changes use a new traceable version.
Customer, co-owner, and internal fields are assigned to the right roles.
Deposit language does not imply unavailable live checkout.
Completion approval identifies any open punch-list items.

Practical resources

Prepare, send, and retain the record.

These guides apply across agreement workflows for Contractors teams. Templates remain starting points and should be reviewed for your document, jurisdiction, and industry.

PDF preparation

How to Prepare a PDF for Electronic Signature

Prepare a PDF for electronic signature with a checklist for content review, page cleanup, recipient roles, required fields, mobile QA, and final delivery.

Read guide

Contract workflow

How to Send a Contract for Electronic Signature: A Small-Business Workflow

A practical workflow for preparing a contract, assigning recipients and fields, delivering the request, following up, and retaining the completed record.

Read guide

Records and evidence

Electronic Signature Audit Trails: What to Record and Why

Learn which events, timestamps, signer details, consent records, file hashes, and completed artifacts make an electronic-signature audit trail useful.

Read guide

Private early access

Evaluate the Contractors signing workflow with your reviewed documents.

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