Smart(er) Docs by AccuLynx

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.

A woman stands with Smart(er) Docs around her body. Smart(er) Docs is roofing document management software helps her works smarter and not harder.

A simplified roofing document process
Smart(er) Docs streamlines every aspect of the document creation and management process. See how quickly you can turn around proposals and collect digital signatures with the best roofing document management software.

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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.

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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.

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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.

A hand presenting papers, likely to a customer. Smart(er) Docs streamlines the document handoff. process.
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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.

See Smart(er) Docs in action

We’ll show you how it works.