What App Lets Customers Sign Quotes From Their Phone?

Several apps let customers approve and sign a quote from their phone: dedicated e-signature tools (DocuSign, Dropbox Sign), field service suites with quoting built in (Jobber, Housecall Pro), and CRMs with native quote approval like RadiusOS, where phone signing is included on every plan, including the free one. The differences that matter are what the customer has to do (tap a link versus create an account), what the signature costs you per month, and where the signed quote lands afterward.

Here is how the options compare for a service business.

Why phone signing changes close rates

A quote that requires printing, signing, and scanning gets "approved" verbally and signed never. A quote the customer can open from a text or email, read on their phone, and sign with a fingertip gets decided while your walkthrough is still fresh in their memory. The friction you remove is not hypothetical: every extra step between "yes" and "signed" is a day of delay, and delayed decisions drift toward other bids or toward not doing the project at all.

Phone signing also protects you. A signature with a timestamp beats a thumbs-up text when a customer later remembers the price differently or disputes what was included.

Option 1: a dedicated e-signature tool

DocuSign and similar tools are the standard for contracts, and they sign anything: quotes, subcontractor agreements, change orders. The trade-offs for quoting specifically: you build the quote somewhere else, export a PDF, upload it, send it through the tool, then record the outcome back wherever your customers live. That loop is fine at two quotes a month and painful at twenty. Plans that remove branding and add templates typically run $10 to $40 per user per month, which is real money for one step of the quote process.

Option 2: quoting inside a field service suite

Jobber and Housecall Pro both do customer quote approval from a phone, connected to their scheduling and invoicing. If you dispatch crews daily, this is a strong reason to keep quoting in the same system. The honest caveats: on Housecall Pro, sales proposals are an add-on or higher-tier feature rather than a base-plan given, and both suites price per user, so the quoting capability rides on a bill that grows with your crew. Our Jobber alternatives guide lays out the pricing math.

Option 3: quoting native to your customer records

In RadiusOS, the quote is a link, not an attachment. The customer opens it on their phone, sees the line items and terms, and signs by drawing or typing their name. The signature is recorded with a timestamp, both sides get a copy, and the quote's status updates on the customer record. From there, one click turns the accepted quote into an invoice, and Stripe handles payment.

Because approval lives on the record, the surrounding automation can see it. An ignored quote shows up in the quote tracking view and gets an AI-drafted nudge. An approved quote moves the customer's stage. Nothing gets re-typed between systems.

Phone signing is included on every RadiusOS plan, free plan included, with active-quote limits by tier rather than a per-signature or per-user fee. Paid plans are $19/month flat.

What to check before you commit

The customer's experience: send yourself a test quote. Count the taps between opening and signed. More than three or four is friction you will pay for in stalled quotes.
The record: where does the signed quote live? It should sit with the customer's history, not in a signature tool's archive.
The follow-through: what happens to unsigned quotes? The best systems chase them; the worst just store them.
The bill: per-user and per-envelope pricing punish growth. Flat pricing does not.

See how quote approval works for your trade: roofing, HVAC, painting, or general contracting. Or start free and send your next quote as a link.