Quotes they can approve,
sign, and pay in one sitting.
A quote sitting in an inbox is not a job. DocOtto turns the approval into a signed agreement and takes the deposit through Stripe the moment the customer says yes. From quoted to signed and paid, without a second email.
The gap between quoted and booked
Most quotes die in the gap between "looks good" and paperwork. The customer approved it on Tuesday, and by the time the agreement showed up Thursday, someone else had the job.
Approval is not commitment
A thumbs-up by text books nothing. Until something is signed and money moves, the customer is still free to keep shopping.
The quote gets retyped into the contract
The price and scope you quoted have to be typed again into an agreement. Every retype is a delay and a chance for the numbers to drift.
Nobody knows which quotes are out
Quotes live in sent folders. Which ones are approved, which are stale, and which need a nudge is anyone’s guess.
How approval works in DocOtto
The quote, the agreement, and the payment are one connected flow.
The form prices the job
Your price list lives in the intake form, so the quote is calculated from the customer’s own answers. No math on napkins.
The agreement is pre-filled
The quoted scope and price drop into your agreement template automatically. What they approved is exactly what they sign.
They approve by signing
The customer reviews the agreement and signs it online. Fully ESIGN compliant, with an audit trail.
The deposit seals it
Right after signing, Stripe collects the deposit. The deal card on your board flips to signed and paid, and the job is real.
Every quote is a card on the board
Open quotes, signed quotes, and paid quotes each sit in their own column. The stale ones are visible instead of forgotten, and the customer watches their own status on a Living Link page.
Templates that quote and close
These templates come wired with pricing, agreements, and deposits.
Frequently asked questions
- Can the customer approve an estimate with an e-signature?
- Yes. Approval in DocOtto is a real signature on a real agreement, not a button click. The estimate terms are in the document they sign, so there is no ambiguity about what was approved.
- Can I require a payment with the approval?
- Yes. The Stripe deposit request follows the signature automatically. You choose the amount: flat, a percentage of the quote, or payment in full.
- What if I need to adjust the quote before they sign?
- The agreement starts as a draft you can review and edit before it goes out. For standard work you can let it send automatically instead.
- How do I see which quotes are still waiting?
- Every quote is a card on the pipeline board with its contract and payment status visible. Waiting, signed, and paid are columns you can see, not folders you have to search.
Stop losing approved quotes.
Turn the yes into a signature and a deposit before the customer changes tabs.