Customer signs the change order on the document

From their portal the customer approves and signs the change order inside the document itself, or declines with a reason that lands on the record.

What it is

The signing inputs mount into the agreement's own signature section: an authorisation checkbox, a typed full legal name that must match the owner name, and a drawn signature. Approve & Sign writes the signature; Decline opens an are-you-sure dialog requiring a written reason of at least three characters.

Also called: approve change order · decline change order · sign extras · authorize the change

See it
New Change Order — Line Items
Line Items+ Add Line
KindDescriptionSupplierQtyUnitUnit PriceTotal
Material12×12 insulated overhead doors (2)Kaufman Door Supply2ea2480.00$4,960.00×
LaborFrame openings, headers, jamb & track installUnassigned18hr68.00$1,224.00×
Credit (subtracts)Delete one 3068 walk door from base scopeUnassigned1ea640.00-$640.00×
Markup %
12
Tax %
6
Subtotal$5,544.00
Markup (12%) + Tax (6%)$1,037.84
Total$6,581.84
Schedule+3 days
The portal agreement scrolled to section 6 with the checkbox, typed-name field and signature pad inline, and Decline / Approve & Sign pinned below. The real screen, drawn from the product’s own design system. Sample data — no customer information appears here.
How it works
  1. 1The portal renders the agreement with signaturePadSlot filled — 'the customer signs ON the document, not next to it'.
  2. 2The sign endpoint requires a typed name and a real drawn image ('Draw your signature to sign.') and refuses anything not in 'sent' or 'partially_signed'.
  3. 3The link id is the auth; the change order must belong to that link's project and org, and a mismatch returns not-found rather than leaking that the id exists.
  4. 4Signing records the rendered agreement text the customer actually saw.
  5. 5Decline records the reason: 'Tell your builder why you're declining — this is recorded on the change order.'
  6. 6On success: 'Signed — thank you! Your builder has been authorized to proceed with this change.'
Why we built it

The slot's purpose is written into the component: it is 'rendered inside section 6's customer block INSTEAD of the recorded signature (the portal sign flow mounts its inputs here so the customer signs ON the document, not next to it).' A signature captured on a separate screen from the terms is a weaker record than one captured on the page itself.

The problem
  • Verbal or SMS approvals for priced scope changes
  • Signatures captured away from the terms they authorise
  • Declines with no recorded reason
Sound familiar?
What you get
Signed authorisation before the work starts
The signature sits inside the document it authorises
Declines carry a reason you can act on

See it on your own jobs

Twenty minutes, your numbers, no slide deck. We’ll build one of your real buildings in front of you and send you the estimate link at the end — yours to keep either way.

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