Proposify

Can customers sign Proposify documents directly from Sterling Crew?

Yes. Documents created through Proposify can be sent to customers via Sterling Crew's communication channels. Customers sign electronically, and the signed document is automatically attached to the job record.

Does Proposify support custom document templates?

Yes. You can create custom templates in Proposify for contracts, change orders, lien waivers, and other documents. These templates are accessible when generating documents from Sterling Crew.

Are signed documents stored in Sterling Crew?

Yes. Completed, signed documents from Proposify are automatically linked to the corresponding job or customer record in Sterling Crew for easy retrieval and compliance.