Estimates customers accept online
Itemised estimates sent by link; the customer accepts or declines online, and accepted estimates convert to invoices.
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Estimates, Proposals & E-Signatures
Estimates and proposals your customers accept and sign online
Estimates customers accept online, proposals and contracts with e-signature, and conversion to invoices.
Send professional estimates that customers can accept or reject online, then convert accepted estimates to invoices. Documents and contracts support e-signature, multiple signers, payment collection, and an audit trail.
See it set up for youEstimateEST-318
Mark Rivera · kitchen remodel
- Cabinets and install$6,400
- Countertop, quartz$2,150
- Plumbing and electrical$1,300
Total$9,850
Accepted
Quotes lost in email
PDF quotes are slow to sign and hard to track.
From estimate to invoice
Accepted, signed and paid in one flow
Once accepted, the deposit can be paid on the spot and the estimate becomes an invoice without retyping.
SentEstimate EST-318
ViewedMark opened it twice
SignedE-signature recorded
Deposit$2,000 paid by card
InvoiceINV-1207 created
What it includes
What Estimates, Proposals & E-Signatures includes
Proposals and contracts with e-signature
Document templates with your branding, products, and terms, signed online by one or more signers with defined roles.
Payment on acceptance
Collect a deposit or the first payment when the document is signed, where a payment provider is connected.
Tracking and audit trail
See when a document was sent, viewed, and signed, and follow up automatically if it is waiting.
Audit trail
A record of every step
When it was sent, opened, signed and paid, with the version the customer saw.
Audit trail · EST-318Kept on file
- 9:02Sent by email and textDana LeeSent
- 9:40Opened on mobileMark RiveraViewed
- 10:05SignedIP and time storedSigned
- 10:06Deposit $2,000CardPaid
Real situations
Real situations it handles
A contractor
Sends an estimate; the homeowner accepts on mobile and pays the deposit.
Setup
How it works
- 01
Templates
We build templates.
- 02
Send
From the record.
- 03
Track
See status.
- 04
Convert
To invoice.
The Veliora team prepares
- Estimate and contract templates
- Signer roles and workflows
Your team manages
- Content and legal terms of your documents
Industries that rely on it
FAQ
Frequently asked questions
Are e-signatures legally valid?
That depends on your jurisdiction and document type; check with your legal adviser.
Can a signed proposal collect payment?
Yes, where a payment provider is connected.
Do you write the contract terms?
No. You or your adviser provide the terms; we build the templates.
See Estimates, Proposals & E-Signatures set up for your business
Tell us how your business works today. We show you how Veliora would be prepared for you, which parts are included in your subscription, and what usage fees, if any, apply.