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Chapter 10

What signing does for you

The contract, the job, the Won stage and the deposit invoice, all created at once.

Who: Sales repOwnerPro and Storm plans

When the last signer signs, ShingleSync does all of this at once:

  1. Marks the proposal Accepted.
  2. Makes the signed PDF with a signing certificate, and stores its fingerprint (SHA-256).
  3. Creates the contract, with the cancellation deadline from your contract settings.
  4. Creates the job, with materials from the chosen option and your standard checklist.
  5. Moves the lead to Won.
  6. Notifies the rep and the owners.
  7. Drafts the deposit invoice (if that's switched on in Settings → Payments).

The signed proposal and contract

The signed proposal and contract · 12 s, no soundWho: Sales rep
Accepted proposal with the Signed card linking to the contract and the new job
1The proposal is Accepted. The same moment, ShingleSync made the contract and the job.
Contract page with the Agreement and Signatures cards
2The contract keeps the agreed option, when it was signed, the cancellation deadline and every signature.
Document fingerprint card showing Hash matches — the document is unaltered
3The signed PDF's fingerprint is stored. Verify PDF checks that the file hasn't changed since signing.
Signed documents never change. To change the work or the price after signing, use a change order (chapter 11). It's signed the same way and adds to the contract.

Won, notified, and a job to run

Whitfield lead marked Won with the signing events in its timeline
The lead is Won, and its timeline records the signatures, the contract and the new job.
Notifications page with Contract signed for the Whitfield job
The rep and the owners get a notification: Contract signed.
New job page for the Whitfields at the Contract signed stage
The job starts at Contract signed, with materials from the chosen option and the standard checklist already added.
Job billing tab with the draft deposit invoice
A deposit invoice is drafted for the office to send (chapter 12).

The contract shows the cancellation deadline from your notice of cancellation. If the homeowners may still cancel, consider waiting until it has passed before ordering materials. Your attorney can tell you what applies where you work.