Services/Gene 03 · Quotes, contracts & e-sign

Quotes, contracts & 1-click e-sign

Every document you send, designed in your brand and signed through DocuSign in one click. Quote on the spot, send the contract, and watch it get opened and signed in real time.

What it does

Quotes, contracts & e-sign, tailored to you.

01

Quote on the spot

Build a quote from your price list in front of the customer.

02

Branded PDFs

Quotes, contracts, invoices, and certificates in your brand.

03

Capability packets

A polished packet you can send after every call.

04

DocuSign built in

Contracts go out as DocuSign envelopes and come back signed, legally binding on any phone.

05

Open tracking

Know the moment a document is opened and signed.

06

Auto-filing

Signed copies saved to the customer's folder.

See it at real kinds of businesses

Same gene, different DNA.

Every build is tailored after we interview you. Here's how this looks at three very different businesses.

Example · Westbrook Family Dental · dental office
WFWestbrook Family Dental/1-click contract + paymentlive
Send for signatureSend payment linkPreview
Treatment plan Q-2047$305 · Devon Price
sentopenedaccepted
Consent formDocuSign · signed on iPhone · 11:41 AM
sentopenedsigned
Deposit link · $153sent automatically on signature
sentopenedpaid
signed PDF filed to Drive › Devon Price · receipt sent · job scheduled
How it works

Set up once. Runs forever.

01

Build

Pick items from your price list or let AI draft it.

02

Send

Text and email in one click.

03

Track

See opened, signed, and paid as it happens.

04

File

Signed PDFs saved and attached to the record.

From the interview

Ideas you may not have thought of.

This is where the interview pays off. Once we understand your business, we bring features like these to the table.

Good-better-best quotes

Three options; customers tap the one they want.

Photo-to-quote AI

Customers send photos, AI drafts the quote.

Expiring-quote nudges

A friendly deadline that gets quotes signed.

Tailored to you

Want this in your business?

We'll interview you, learn how you work, and build it around you, with ideas of our own.

Book an interview →