Paperwork is part of almost every job. Contracts, change orders, work authorizations, completion forms, and other files often need a customer or stakeholder to sign off before work can move forward.
CompanyCam keeps those files connected to the Project where your team already stores job photos and documentation. With built-in e‑signatures, you can collect signatures from uploaded files and proposals without moving the approval process to another app.
Keep signed files connected to the job
When a contract or change order lives separately from your project documentation, finding the right version later can take extra work. Uploading files to a CompanyCam Project keeps them alongside the photos and other records your team collects throughout the job.
From there, you can send an uploaded file for signature from the web. Add the people who need to sign, place the required signature fields, and send the file directly to them by email. If several people need to approve the same file, you can add multiple signers and set the order in which they sign.
Once everyone has signed, the file is marked Signed in CompanyCam. Your team can return to the Project later and find the completed file alongside the rest of the job documentation.
Collect signatures while you’re in the field
Some approvals happen face-to-face. A customer may approve a change order while you’re walking the property, or you may need someone to sign a completion form before your crew leaves.
With Fill & Sign in the CompanyCam mobile app, you can add text and signatures directly to an uploaded file. Signatures can be drawn, typed, or uploaded as an image, giving you a way to finish paperwork while you’re still at the job site.
That keeps the completed file attached to the Project instead of leaving your team with paper forms to scan, upload, and organize later.
Build customer approval into proposals
Signatures can also be part of the proposal process. When you create a proposal, you can add an e‑signature requirement so customers can review the details and approve the work directly from the document.
Proposals can include the information customers need to make a decision, including:
- Project details and scope of work
- Photos and supporting files
- Terms and conditions
- Pricing and Price Book items when applicable
- E‑signatures for customer approval
You can also request and collect payment directly from a proposal with built-in payment processing. This keeps the proposal, customer approval, and payment connected to the same job instead of spreading those steps across separate tools.
Make approvals part of your project documentation
A signature does more than complete a form. It creates a record of what was approved, who approved it, and where that approval fits into the project.
Keeping signed files with your other project documentation gives your team a clearer record to reference when questions come up about scope, changes, or completed work. Customers get a straightforward way to review and sign what you send them, while your team keeps the final documentation where they already manage the job.
CompanyCam’s built-in e‑signatures give you several ways to handle those approvals. Send uploaded files for signature from the web, use Fill & Sign when you’re working from the mobile app, or collect customer approval directly from a proposal.
Get signatures without the paperwork.
CompanyCam gives your team built-in e-signatures to collect approvals directly from project files and proposals.
