The quote was accepted on a doorstep and there is nothing to show for it.
The customer signs the quote itself. The signature and its timestamp are recorded against that document.
Operations-led small businesses
Approved at the door. Disputed at the invoice.
Send the quote as a signing link before the van leaves the driveway. The customer signs on their phone, the signed PDF lands in your dashboard, and the approval has a timestamp attached to it.
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What you send
The paperwork attached to one job
Short documents, sent often, usually to somebody standing in front of you or holding a phone.
Quote or estimate
One signature, one date, and a checkbox where the customer accepts the scope as written.
Work authorization
The sign-off you need before anyone starts, signed on site rather than promised over the phone.
Variation or extra-work approval
Raised mid-job when the price changes. A separate document with its own signature and its own timestamp.
Service agreement
The recurring one. Upload it as a reusable template, then raise it per customer without rebuilding the fields.
Onboarding and account forms
Text, date, checkbox and printed-name fields the customer types in the browser, so nothing comes back handwritten.
Completion sign-off
Signed at handover, and stored with the rest of that job’s paperwork.
Before OfferFlow
Why a verbal yes is worth little at invoice time
Every disputed invoice is the same argument: what exactly was agreed, and when.
The extra work was agreed, then forgotten.
Send the variation for signature before starting it. It carries its own completion record.
The customer says they never received the agreement.
Sending, opening, viewing and signing events are recorded with timestamps when successfully captured.
Your paperwork lives in a folder in the van.
OfferFlow sends completion emails with download access, and the signed PDF stays downloadable from the dashboard.
In OfferFlow
How a quote gets signed on site
No printer, no scanner, no second visit.
Upload the quote and drop the fields on it
Signature, date, checkbox and printed-name fields on the PDF you already produce. Nothing has to be rebuilt in a form designer.
Send it to the customer’s phone
They open the link in the browser they already have, with no account and no app. A signature can be typed or drawn straight onto the screen.
Keep the signed copy and reuse a template
OfferFlow sends completion emails with download access after signing. Upload a PDF as a reusable template when you want to start the next quote from it.
Proof and evidence
What you have when the invoice is questioned
Not an argument about what was said. A document, a timestamp, and a record of both.
The signed PDF, with the customer’s signature and checkbox marks stamped into the page.
OfferFlow sends completion emails with download access to the customer, while the signed PDF remains downloadable from the dashboard.
A Certificate of Completion recording the events behind that job — sent, opened, signed — with timestamps, actor context and request information where captured.
That trail is readable inside the app too, so you can check a job without opening the PDF.
Worth being clear about
OfferFlow produces standard electronic signatures. It records that a link sent to a particular email address was opened and signed; it does not verify who was holding the phone, and it does not issue qualified or PKI-backed signatures. For routine service paperwork that is the ordinary standard, and OfferFlow does not claim more than it can show.
Other use cases
See all four use casesThe same workflow, different paperwork
Three more audiences sending a short list of documents that each need a record afterwards.
Consultants
Keep proposals, scopes of work, MSAs, and renewals moving without turning contract signing into a side project.
Agencies
Send retainers, campaign scopes, approvals, and change requests as one link per person, instead of a thread with three attached versions.
Real estate professionals
Send mandates, lease paperwork, and offer-and-acceptance documents to counterparties who are usually reading them on a phone.