For trade businesses
From quote to acceptance: signatures without the paperwork
Customers confirm quotes on their phone, and acceptance reports (Abnahmeprotokolle) are signed right on the job site. No carbon copies, no lost slips, no follow-up calls.
Typical documents
Which document, which signature level?
Most documents in a trade business have no form requirement. What matters is clean documentation, and the audit trail delivers it at every level.
| Document | Signature level | Note |
|---|---|---|
| Quote and order confirmation | SES | The customer confirms via signing link before any material is ordered. |
| Acceptance report | SES in person | In kiosk mode on the tablet, with documented identity verification. |
| Change order and additional work | SES | Put extra work in writing before the job continues. |
| Maintenance contract | AES | For ongoing obligations, the SMS code strengthens the evidential value. |
Which level for what? See the overview on the page Signature levels, or to dig deeper: How in-person signing works .
Workflow
One job, three signatures, zero paper
Here is how a job runs when the printer gets to stay in the office:
Get the quote confirmed
The quote goes out as a signing link. The customer signs on their phone, and the job is binding before the crew shows up.
Handle change orders on the go
Found extra work? The additional order goes out straight from the job site, created from a template in two minutes.
Acceptance on the job site
The customer signs the acceptance report in kiosk mode on your tablet. The sealed PDF is in your account immediately.
What this looks like in practice: A painting business with four journeymen sends quotes from the office in the morning and has acceptance reports signed at the customer's site in the evening. No quote sits in a mailbox anymore, no report gets lost in the van, and if questions come up, every signature is in the audit trail with a timestamp.
Matching features
Built for everyday work: Trades
Kiosk mode on the tablet
Acceptance reports and measurement confirmations are signed on site, even if the customer has no email address.
Learn moreTemplates for recurring jobs
Set up your quote, change order and acceptance report once, then fill them in seconds for every job.
Automatic reminders
If the customer does not sign, SmartDocs sends reminders on its own. No more chasing by phone.
Fully mobile
Send requests, check their status and sign via signing link: all in the browser, even from a smartphone in the van. For acceptance on site, the Kiosk App goes on the tablet.
FAQ
Questions from the trades
Your customer signs the next acceptance report on your tablet
Start for free, set up a quote template, send your first signing link. No payment details, no minimum term.