The third screen. The agreement renders like a real legal document, in your brand, with its price table at the customer's prices — the same total they approved, and no line at your cost. The sign button stays dead until everything is done. Once signed, the page becomes a read-only copy they can reopen or print any time — it does not throw them out. Leads 2 Build is made only for post-frame and barndominium builders, so the agreement they sign already names the building, the porch and the payment stages you sold.
Also called: e-sign the contract · sign the construction agreement · digital contract
Read, acknowledged and signed on a phone
The customer reads the full agreement on your letterhead, ticks a binding-signature acknowledgement, types their full legal name and draws their signature. The button unlocks only when all of it is done. The time and the device are recorded with it. A print, sign and scan cycle produces none of that, and costs you days at the exact point you want to order material.
A contract that has to be printed, signed, photographed and emailed back sits on someone's kitchen table for a week while your material quote expires.
A customer ready to sign should be able to sign wherever they are — in the truck, at the kitchen table. Four separate steps make it unmistakably binding, and the address and device are read off the request, so the signature is evidence, not a claim. The builder orders material days sooner.
What they are signing for, restated above the legal text
A short recap names the project, the building in one line, the delivery address and the total in your accent colour, with the estimate's plan files sitting beside it. A customer reaching the agreement has usually not looked at their quote for days, so signing is never a leap of memory. Nothing under the recap was typed by anybody: the agreement writes itself from the approved estimate — its price table at the customer's prices, adding up to the same total — and the legal name and mailing address on it come off the details form they filled in the moment they approved.
The estimate went out two weeks ago, so they are reading legal language with no real idea whether the number they are committing to is the one they remember.
People sign confidently when they can see what they're committing to. The recap answers 'is this the number I remember?' before the legal text starts, and it sits above the printable article — so what saves to PDF is the agreement itself.
Clause-by-clause initials, drawn once
For waivers and agreements that need it, the customer draws their initials once at the top and taps each clause to stamp it — each with its own timestamp and a live count of how many remain. The list is locked onto the contract when it is written, and checked again on the server before the signature is accepted. That is evidence each section was read, rather than one mark at the bottom of thirteen pages. Which clauses they are initialling, and the numbering that makes a section initiallable at all, is settled when you set the template up in the contract library.
Six months in, the customer insists nobody told them the pad had to be level and dry before the crew arrived, and one signature at the bottom of thirteen pages is a thin answer.
A customer who initialled the clause can't claim later that nobody told them. Drawing once and stamping each clause keeps the effort low and the evidence per section — and the server refuses a signature with a clause left unstamped, naming which one.
You check their details before the agreement goes out
Submitting the details form does not hand the customer a contract. They land on a branded we-are-preparing-your-agreement screen that thanks them by first name, says you are reviewing their details, and asks them to bookmark the page. It checks every few seconds, so the moment you send the agreement the signing screen appears in place — no second email, no second link to lose. Your own read of the finished document happens first, on the agreement page.
The agreement goes out the instant they hit submit, so the first time you read their legal name and delivery address is after they have already signed both.
A misspelled name costs a minute now and an amendment later. Holding the agreement until you've read the details lets the office catch the wrong lot number first — and the customer's page swaps itself to the signing screen the moment you send, with no second link.
The way out stays pinned to the top
Try itThe agreement is a long scroll, and one bar stays above it the whole way down: Print / Save PDF, and the way back to their dashboard. A customer who has read as far as clause nine should not have to scroll back to the top to keep a copy of what they are reading.
They get eleven pages in, want to send it to their spouse before they sign, and give up because the only download link is somewhere past the signature block.
Customers want their own copy right after the clause that worried them, not at the end. Keeping Print / Save PDF pinned the whole way down lets them send it to a spouse mid-read — and the bar never turns up in the file they save.
Both signatures land in the printed copy
Your drawn signature and theirs both render inside the printable document with their dates, so the saved copy is the executed agreement, not an unsigned copy of the terms. Before you counter-sign, the customer sees Pending builder counter-signature rather than a half-filled grid — so neither side has to guess whether the contract is actually in force.
The lender asks for the executed agreement and what you can actually hand over is a copy of the terms with a blank line where the signatures belong.
When the lender asks for the executed agreement, you should be able to hand it over in one click. Both signatures render inside the printable document, so every saved copy is the real, signed agreement — and before you counter-sign it says so plainly.
Either side gets a clean copy in two clicks
Printing strips everything except the document — no progress rail, no sign block, no navigation, just the letterhead, the terms and the signatures. From your side, Print as PDF opens the same customer page with a print flag and lands straight on the save dialog. Nothing to render, and nothing emailed back and forth for the lender who asked for a copy.
Six months after handover they email asking for their contract, and you are hunting through your sent folder for which version was the one they actually signed.
Nobody should be hunting a sent folder for the contract six months later. The print rule keeps only the document, so either side gets a clean copy instantly — and anything added to the page later stays out of it by default.
Signing does not throw them out
Try itThe page used to bounce a signed customer straight back out. It now becomes a read-only copy of their own agreement — their typed name, their ink, the date, their initials against each clause — and it opens in place over their project dashboard instead of as a page they have to find their way back from.
The one document they most wanted to look at again was the one the site refused to open, so they emailed you for it instead.
The one document customers most want to re-read is the one they signed. Opening it in place over their dashboard means they read and print it whenever they like — instead of emailing you to ask for it.
Their signature starts a clock on yours
The moment they sign, a standing reminder lands on your side naming them and does not clear until you counter-sign, alongside a notification with a counter-sign link in it. Your own signature goes on after theirs, and the contract is not in force until it does — counter-signing and the executed copy is your half of it.
They signed on the Tuesday, you meant to counter-sign on the Wednesday, and the steel order waits a fortnight on a signature nobody was chasing.
A half-signed agreement quietly costs weeks. A reminder that survives a reload and a night's sleep keeps the counter-signature from slipping, so the steel order goes in on time.
The board moves itself when they sign
Their signature advances the exact card for that deal to your co-sign stage on the sales board. The card is found through the estimate link's own job, so a customer with three quotes in flight never moves the wrong one.
The contract was signed on the Friday and the card still reads Estimate Sent, so Monday's pipeline review spends ten minutes planning to chase a quote that is already signed.
Monday's pipeline review shouldn't plan to chase a quote that's already signed. The stage move finishes before the customer is redirected, so the board is right the moment they sign — and the destination stage is yours to name.
Signed is not started
A signature does not open the jobsite. Straight after signing the customer is told their signature is recorded and the builder is finalising, and their dashboard stays a summary until you deliberately start the project and its stages, checkpoints and schedule exist.
They sign on the Thursday, open the dashboard on the Friday expecting a build schedule, and ring you because it looks like nothing happened.
A customer who knows which step they're on doesn't ring to ask. Signing and starting stay two decisions — the second puts crews against dates — and the page tells the customer plainly which one has happened.
The clauses have no switches. Everything around them does
Try itThree switches govern this screen: the recap, the plan files and the Print / Save button. All three default on, so an estimate nobody has configured looks exactly as it always did. They sit with the rest of what the customer sees, where one estimate's settings sit on top of your company defaults instead of changing them for everybody.
One customer is a repeat commercial client who does not need his own building explained back to him, and without a switch the only way to give him a plain agreement is to write a second document.
A signed agreement must never depend on how a checkbox was set that week. The switches tailor the recap, the plans and the PDF button to the customer, while the legal text stays exactly as your lawyer wrote it.
What they signed is the number that gets billed
The signature freezes a figure. If the estimate later totals more, invoicing bills the signed amount and says so — naming both numbers and the difference between them. An extra agreed after this does not reopen the agreement: it gets its own numbered amendment, priced and signed on its own document, which is change orders.
The estimate got edited in March for a change agreed in the truck in November, and the first the customer hears of it is an invoice $3,460 above the contract he signed.
A customer billed for something they never signed is a customer you'll lose. Holding invoices to the signed figure until an amendment exists costs a step and makes any drift visible instead of silent.
- 1The customer reads the whole agreement on your letterhead
- 2They tick the binding-signature acknowledgement
- 3They type their legal name and draw their signature
- 4The time and the device are recorded alongside it
- 5You get a standing reminder to counter-sign until you do
Customers who wanted to re-read their own agreement tapped through from their dashboard and were bounced straight back out — the page threw them away the second a contract was signed. The one document they most wanted to look at later was the one they could not open. Now it becomes a read-only copy instead. And refreshing seconds after signing never drops them back into a waiting screen.
- Print-sign-scan contract cycles
- Customers unable to retrieve their own agreement later
- No audit trail around who signed and from where
The customer signs on their phone
The agreement renders on your letterhead, in your brand colour. Below it sits a signing block needing an acknowledgment, a typed full legal name and drawn ink. On waiver-style contracts, every numbered clause has to be initialed first. Signing starts your counter-sign clock.
Initial every clause, not just sign at the end
When the agreement is written, every numbered clause becomes a required initial, and that list is locked onto the job with the text. At signing, each "Client Initials" line becomes a slot the customer taps. A contract with no numbered clauses requires no initials at all.
Draw your signature with a finger
It sizes itself to the screen it is on, so strokes stay sharp on a phone. The sign button stays dead until there is ink on it. The same pad handles a full signature, per-clause initials and change-order sign-off.
We are preparing your agreement
It thanks them by first name, says you are reviewing their details, and asks them to bookmark the page. It checks every few seconds. The second you send the agreement, the signing screen appears in its place — no refresh, no new link.
What you are signing for, restated above the terms
Project name, the building in one line, the delivery address, and the total in your brand colour. It has its own switch, and it prints with the agreement because it is part of the record.
Both signatures on the printed document
Two signature columns inside the document itself, so the saved copy is the executed agreement, not an unsigned copy of the terms. Before you sign, the customer sees Pending builder counter-signature — never a half-filled grid. Signature blocks do not split across a page break.
Print or save the agreement
Printing strips every menu and button and leaves the document alone. The button stays pinned, so it is reachable deep into a long agreement. It fires once, and it refuses while the agreement is still being prepared.