Build the contract your company actually uses — numbered clauses, schedules, signature pages — then attach it to a proposal, tick what that job needs, and let the customer sign both at once.
Start from a complete residential roofing agreement and edit it, or write your own from a blank page. Sections hold plain-language building blocks — numbered clauses, bullet points, paragraphs, sub-headings, tables, details lists, signature lines — and a live page preview sits beside the editor so you always see the document, not a form. Only owners and admins can write templates, so the wording your company sends stays under control.
A ready-made agreement to start from
Live page preview beside the editor
Owner and admin only
Numbering that looks after itself
Clauses number themselves as 4.1, 4.2, 4.2.1 and renumber the moment you move one. Schedules letter themselves A, B, C. Bullets nest three deep. Every line in the editor shows the exact number or bullet it will print, so what you are editing and what the customer receives are never two different documents.
Outline numbering, or restart in each section
Schedules lettered automatically
Reorder anything and it renumbers
Four kinds of section, colour-coded
Numbered sections carry the body of the agreement. Schedules are the lettered attachments at the back — scope of work, payment schedule, exclusions. An opening sits ahead of clause 1 for the party details. A signature section closes it out. Each type has its own colour, and it is the same colour in the section list, on the section header, down the edge of the preview, and on the card in your library.
Numbered sections, schedules, opening, signatures
Page breaks where you want them
One colour code across every screen
The blanks fill themselves in
Drop a merge field into any clause and it fills in per job: the customer name, the property address, your company details, the contract price straight off the quote. Currency, percentages, and dates format themselves. Anything the job cannot answer — a deposit amount, a start date — is typed once when you build the contract, and required fields that are still blank are flagged before it goes out.
Customer, property, company, and quote total
Currency, percent, and date formatting
Blank required fields are called out
Tick what this job actually needs
A repair does not need the deposit schedule; a full re-roof does. Mark any section or any single clause optional in the template, and whoever builds the contract gets a checklist — tick it on, tick it off, and the numbering closes up behind it. One template covers the whole range of work you sell instead of four near-identical ones.
Optional sections and optional single clauses
Defaults you set in the template
Numbering adjusts to what is included
Signed with the proposal, not chased after it
A contract attaches to a proposal as a section, so the quote and the agreement print as one PDF and go out for signature together through VertiSign. The contract is snapshotted onto that proposal the moment you add it — so editing the template next month can never change the wording of something a customer already signed.
One PDF: quote, schedules, and agreement
Signed in one pass with VertiSign
Template edits never rewrite a signed contract
Works on the truck, not just the desk
Templates are written at a desk, but contracts get built in driveways. On a phone the builder gives you the same four steps as tabs — fill in the blanks, choose sections, adjust wording, preview — so a rep can put the customer’s details in, drop the sections that do not apply, and hand over the phone to sign.
Fill in, choose, adjust, preview — as tabs
Start from a template or from blank
Hand the phone over and sign on the spot
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