Capture deal terms live, generate the contract instantly, get one-tap approval, and send it for e-signature by email — all before the conversation ends.
Live Call Mode · Built-in e-sign · Multi-tenant orgs · Audit trail
This service agreement is between Concord Roofing & Co. and .
Scope of work: at .
Total contract value: , due upon completion.
Work to commence on , weather permitting.
Four steps. Designed to happen during a single call.
One-tap verbal consent capture with timestamp and rep ID. Required before sending.
AI listens and auto-fills fields as the client speaks — review and edit before confirming.
Plain-language summary updates live so you can confirm details verbatim.
One click generates the contract, routes for approval if needed, and emails the signing link.
Every feature designed to remove a click, a callback, or a follow-up email.
Split-screen capture. Tab through fields without lifting your hand off the keyboard.
Search a returning client by name, phone, or email — fields auto-fill instantly.
Optional rules trigger one-tap approve/reject only when a deal needs it.
Secure signing links, drawn or typed signatures, tamper-locked PDF with audit certificate.
Every view, edit, approval, and signature is immutably logged with IP and timestamp.
Phone integration, AI assist, and SMS delivery built into the core architecture.
Engineered for regulated service businesses. Every signature, approval, and data access is provably attributable, immutably logged, and tenant-isolated.
Explicit electronic-signature consent, identity attestation, intent to sign, and signed-record retention — every required element of the U.S. ESIGN Act and UETA.
Each executed PDF ships with an evidence page: signer IP, user agent, timestamps, consent record, and a chronological event log captured server-side.
Append-only event store. Database policies block UPDATE and DELETE on audit rows — even for owners. Every view, send, sign, and approval is recorded.
Row-Level Security on every table. Cross-org reads are impossible by construction, not by application code. Policies use security-definer role checks to prevent privilege escalation.
Approvals can only be acted on by the assigned approver or org owners/admins. Roles (owner, admin, sales, auditor) are stored in a separate table — never on the user profile.
Signer links expire in 14 days, are invalidated on use, and are never exposed in client reads. Lookups go through a SECURITY DEFINER function that captures IP server-side.
Mandatory consent capture before send: verbal recording disclosure, email consent, SMS consent, and rep-confirmed read-back — timestamped and logged with the rep's user ID.
All data, PDFs, and signatures are encrypted at rest (AES-256) and in transit (TLS 1.2+). PDF storage is private with org-scoped read, owner/admin-only write and delete.
Email verification required. Password breach screening (HIBP) on signup and change. Google OAuth via managed broker. No anonymous sign-ins.