The fastest way to create roofing documents
Deliver professional roofing documents—including sales proposals, contracts, change orders, and more—faster than your competitors with simple roofing document management tools built right into AccuLynx. Smart(er) Docs with e-sign gives you the flexibility to design, present, manage, and track legally-binding documents that will impress your customers.
Save time
Smart(er) Docs turns your frequently used roofing documents into “smart” templates that can be customized for a job on the fly. Auto-populate documents with information from the job record instead of entering it manually. In just a few clicks, you can customize packets and create high-impact sales proposals that you can present to customers.
Simplify signoff
Smart(er) Docs includes digital signature tools so your customers can sign roofing documents electronically. You can even set automated signature reminders and expiration dates to speed up the process. Once signed, you’ll get a real-time notification in AccuLynx along with a copy of the signed document saved automatically in the associated job file.
Centralize access
Smart(er) Docs keeps all of your company’s digital roofing templates centralized in AccuLynx. With a simple drag-and-drop editor and robust design tools, it’s easy for anyone to customize a document for a job. Plus, document status and setting options provide the information and controls roofing companies need to ensure top-notch service.
Impress your customers
Deliver proposals that leave a lasting impression
Enhance your roofing job proposals by creating templated document packets and tailoring them to each homeowner with cover pages, company information, photos, aerial measurements, estimates, and more. Once a proposal is ready to share, you can preview or send your presentation to the homeowner prior to signature through a secure web link to ensure a professional, seamless experience that helps you stand out from the competition and win more jobs.
Be prepared for anything
Bank-level document security and legally-binding contracts
Be prepared with legally binding roofing contracts for the ultimate peace of mind. Smart(er) Docs’ e-signatures capture essential details like names, email addresses, dates, times, and IP addresses. You can rest easy knowing your documents are secured with bank-level encryption through our partnership with ESign Live, which is trusted by some of the world’s largest companies.
