From Proposal to Signed Contract
QuickEstimate's approval flow eliminates confusion and paperwork. Clients sign digitally in seconds, and you get instant notifications when they commit.
Legally binding e-signatures create enforceable contracts automatically. No scanning, no mailing, no delays.
The Complete Approval Journey
Track every stage from creation to payment. Each step triggers notifications and dashboard updates.
Draft → Sent
Proposal moves from editable draft to locked client version.
- Finalize branding, pricing, terms in draft
- Click "Send Proposal" or "Copy Link"
- Status changes to Sent
- Client receives email or accesses via secure link
- Proposal becomes "view only" - no further edits
Sent → Viewed
Client opens proposal. Real-time tracking begins.
- Client clicks link or opens email attachment
- Status updates to Viewed
- You receive instant notification
- Live session tracking starts (device, location, time spent)
- Client can add comments before signing
Review → Ready to Sign
Client reviews details and prepares to commit.
- Scrolls through pricing, terms, scope
- Can add questions via comment section
- "Accept Proposal" button becomes active
- Optional deposit payment collection
- Signature fields appear (name, date, email verification)
Signed → Approved
Client formally accepts. Contract is now binding.
- Client clicks "Accept & Sign"
- Types name + email (auto-verified)
- Status changes to Signed
- PDF contract generated with wet-ink signature
- Instant notification + signed PDF emailed to both parties
E-signatures are legally binding in 190+ countries.
Approved → Paid
Project officially begins with payment confirmation.
- Deposit collected (if required)
- Status changes to Paid
- Invoice generated automatically
- Project moves to "Active Jobs" dashboard
- Schedule and team assignments unlocked
Full payment workflow continues through milestones.
Full Status Flow
Complete lifecycle with real-time updates:
Editing... Sent
2hrs ago Viewed
3x today Signed
14:32 Paid
£5,000 deposit
Every change syncs instantly across dashboard, email, and mobile.
Legally Binding Protection
QuickEstimate signatures meet global e-signature laws:
- ESIGN Act (US), eIDAS (EU), UK Electronic Communications Act
- Tamper-proof audit trail (IP, timestamp, email verification)
- Client locked out after signing (no changes possible)
- PDFs include signature certificate for courts
- 90-day archive + unlimited downloads
Pro Tips for Fast Approvals
Optimize your flow for maximum client commitment.
Pre-fill Client Details
Auto-populate name/email = 23% faster signatures.
Enable Deposits
32% higher approval rate with 25% deposits.
Mobile Signature
67% of approvals happen on phones—test mobile view.
24hr Follow-up
Send reminder after first view = 41% lift in signatures.
Personal Notes
"Excited to start your project!" increases trust 28%.
Clear Terms
Bold payment schedule + cancellation policy prevents disputes.
Ready for Signed Contracts?
Create your first trackable proposal today.