Quote to Signed Without the Round Trip.
Most businesses assemble a proposal in one tool, format it in another, send it from a third, chase it in an inbox and collect the deposit somewhere else entirely. Every handoff is a place a deal cools. We collapse the path: the document is generated from the numbers you already have, signed in the same flow, and the deposit is taken at the moment of signature.
The Symptoms, Before the Diagnosis.
Retyping the numbers into a document
The estimate exists, and then someone copies it into a Word template, reformats it, and introduces the possibility of a transcription error into the one document the customer will hold you to.
Signatures are a separate errand
The proposal goes out, and getting it signed means a separate product, a separate email and a separate reminder. Each extra step is a day, and days are where warm deals go cold.
Follow-up depends on remembering
Open quotes sit unchased because nobody owns the list. The single most recoverable revenue in project work is the quote nobody followed up on.
Deposits get chased later
The signature happens at the moment of maximum commitment, and then the deposit is invoiced afterwards, when that moment has passed.
Proposal & Contract Automation, in Scope.
Scope is set against your operation, not against this list — but this is the shape of a build in this line.
Documents generated from the source numbers
Proposals, contracts and scope documents produced from the estimate itself, in your format and your terms, with nothing retyped between the price and the paper.
E-signature inside the same flow
The customer reviews and signs without leaving, because a proposal that has to survive a hop into a separate signing product loses people at exactly the wrong moment.
Deposit at signature
Where it fits your business, the deposit is collected at the point of signing, with the payment and signature states reconciled against the payment provider rather than inferred from the customer's journey.
Follow-up that does not rely on memory
Open proposals tracked with automatic, human-sounding follow-up at sensible intervals, and a list of what is actually still live that somebody can act on.
The engineering that matters here is the boring, unglamorous kind: what happens when a browser closes mid-signature, when a payment webhook arrives twice, when a customer signs an old version. A proposal marked paid that is not, and a deposit taken against an unsigned quote, are both unacceptable in different directions, so state is reconciled against the provider rather than trusted to the flow.
The rest is document craft. The proposal is often the only artefact of your business a customer studies closely, so it has to be generated and good, not generated and obviously generated.
What It Looks Like When It Works.
The path from a priced job to a signed agreement with money against it is one flow, measured in minutes of your time rather than days of elapsed calendar — and the quotes that are still open are a list rather than a worry.
- We are not your lawyers. Contract terms and templates come from you or your counsel; we automate the document, not the legal advice in it.
- We do not send a proposal a person has not approved. Generation is automatic; going out is a decision.
- We do not replace your payment provider. Deposits run through Stripe or whatever you already use, and we reconcile against it.
Quote → paid
QuotingAI · AltaPro AI's own product, not client proof
We productised this exact flow as our own multi-tenant SaaS: a described job becomes a priced proposal, e-signature is built into the same path, and a deposit is collected at the moment of signature. Listed as our own software rather than mixed in with client results.
Proposal & Contract Automation, Answered.
Which E-Signature Provider Do You Use?
Whichever suits the business — an established provider integrated into the flow, or a signature capture built into your own application where that is a better fit for the volume and the document. The requirement is that signing does not push the customer into a separate product mid-decision.
Can We Take a Deposit at Signature?
Yes, where it fits how you sell. The engineering care goes into making the signature event and the payment event agree even when something goes wrong midway, because the failure modes on either side are both expensive.
Will the Proposal Look Like Ours?
It has to. The proposal is often the closest look a customer takes at your business, so it is built to your format and your standard rather than dropped into a generic template with your logo in the corner.
Start with the operation, not the software
Book a 30-Minute Call.
30 minutes. We map how work moves through your business today, show you where it leaks, and hand you a costed plan — whether you build it with us or not.
Edmonton, Alberta · No commitment · 587-937-6948
Where To Go Next.
Up a level
Quoting & Document Workflows
Estimating and document generation built for your own pricing.
More In This Series
Document Data Extraction
Invoices, POs, specs and tickets read into records instead of retyped.
Field Forms & Site Capture
Inspections and photo evidence captured on site and filed automatically.
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