Can the customer sign from a phone?
Yes. The customer can accept and draw or type a signature from a phone, tablet, or computer, and LeadFlow preserves the signed estimate as a PDF.
← Public tour overview
📝 Step 2 of 5
Build a clear estimate and let the customer respond online
Preview LeadFlow digital estimates with line items, job-site photos, payment choices, customer acceptance, signatures, and signed PDF records.
What does this LeadFlow feature do?
LeadFlow turns the estimate into a connected customer decision page. The customer can review scope, pricing, photos, and payment choices, then accept and sign without the office re-entering the contract.
Interactive sample · no login required
Connected estimate
EST-2048 · Morgan Lee
Sample dataLeadFlow
Estimate items
Complete architectural roof system$18,200.00
Decking allowance$1,200.00
Permit and disposal$850.00
Total$20,250.00
Job-site photos
🏠Front slope
🧱Chimney
📷Decking
Try the controls above. This sample is read-only. Real estimate fields, pricing choices, approvals, and terms are configured for each company.
What you can accomplish
Built around the same connected job record
- ✓Create itemized estimates with company-specific pricing and terms
- ✓Keep estimate photos attached to the proposal and job
- ✓Offer the payment paths your workflow supports
- ✓Preserve acceptance, signature, timestamp, and signed PDF records
How it works
A clear path from action to outcome
- 1The rep builds the estimate from the customer and service-location record.
- 2LeadFlow sends a branded review link to the customer.
- 3The customer reviews the scope, photos, pricing, and payment route.
- 4Acceptance and signature update the same estimate and preserve the signed record.
Common questions
Answers about estimates & signatures
Does LeadFlow require one fixed pricing model?
No. Pricing, discounts, deposits, financing choices, and approval steps can be configured around the company’s actual selling process.
Continue the connected workflow