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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:

01

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.

02

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.

03

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 more

Templates 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

Yes. Acceptance of work performed has no form requirement, so the simple electronic signature is sufficient. The audit trail documents the time and the parties involved, and in kiosk mode it also records that the identity of the signer was verified on site.

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.

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