How the customer signs

1. They open the link (no login) and read the proposal.
2. On the Authorization page they choose an option, tick any upgrades (the total updates), make their product selections (e.g. shingle colour) and add comments.
3. They type their name, sign with a finger or mouse, tick that they agree, and press Accept and sign.

Then: the job moves to your contract stage, its value is set (with the upgrades), the warranty and material flags are added, their choices and note go into the job’s history, and the rep gets an email. They can print or save a copy.