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Customer Signing Experience

Understanding what customers experience helps you guide them through the process and answer their questions.

Step 1: Review​

Customers click the link and see the full contract document:

  • All sections, terms, and conditions
  • Line items with descriptions and pricing
  • Optional selections if included
  • Total project cost

Step 2: Select Options​

If the contract includes optional items:

  • Customers check boxes next to items they want to include
  • Pricing updates automatically based on selections
  • Final total reflects chosen options

Step 2b: Fill In Custom Fields​

If the contract contains custom fields, customers are guided through each one:

  • Fields appear as interactive inputs embedded in the contract text
  • A Next button beside each field advances to the next one
  • Supported types include text inputs, dropdowns, multi-select, dates, checkboxes, and yes/no toggles

Step 3: Initial​

Customers initial required sections:

  • Specific terms that need acknowledgment
  • Payment schedules
  • Warranty information

Step 4: Sign​

Customers adopt an electronic signature in one of two ways, using the Draw / Type toggle above the signature pad:

  • Draw — Sign with a mouse, trackpad, or touchscreen. The pad captures the handwritten signature digitally.
  • Type — Enter a name in the Your full name field. The name is rendered in a handwriting-style font on the same pad, and long names shrink automatically to fit.

Both methods produce the same signature image on the contract and its PDF. The same choice is offered on section approval blocks.

  • Switching between Draw and Type discards whatever was entered in the other mode
  • Click Clear to empty the pad and start again
  • The adoption statement under the pad applies to either method: the customer agrees the signature is their legally binding electronic signature
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If the handwriting font fails to load (for example, on a very poor connection), a typed signature can't be saved. The customer sees a message asking them to try again or draw their signature instead.

If Type doesn't appear at all, typed signatures have been turned off for your company. Contact Readybuild support to turn them back on.

Step 5: Confirm​

After completing all required signatures and initials, a confirmation dialog appears automatically:

  1. The dialog confirms that all required signatures are complete
  2. Check the "I agree to the Terms and Conditions outlined in this agreement" box
  3. Click Finish to confirm the contract

If the customer wants to review the contract again before confirming, they can click Review to close the dialog and return to the document. The confirmation dialog reappears when they are ready.

After confirming, the customer sees a completion screen with the option to print the contract.

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The contract is not considered complete until the customer confirms. Signing alone is not enough — the confirmation step ensures the customer has reviewed the full document and explicitly agreed to the terms.