Send any PDF out for a legal signature
Work authorizations, insurance forms, change orders, warranty docs — upload the PDF, drag your fields onto it, and send it to the homeowner to sign from their phone. Fields fill themselves from the job, so you're not retyping the address for the tenth time.
- Drag signature, initial, date & text fields onto any page
- Fields auto-fill from the job — owner, address, insurance carrier
- Signed docs flattened and stored with a timestamped audit trail
More than a proposal signature line
Proposals sign themselves inside Orbit. This is for every other piece of paper the job throws at you.
Upload any PDF
Drop in a work authorization, an ACORD insurance form, a change order, a warranty transfer — whatever the job needs signed. If it's a PDF, it works.
Drag-and-drop fields
Place signature, initial, date, checkbox, and text fields anywhere on the page, then assign each one to the homeowner, the adjuster, or your rep.
Fields that fill themselves
Owner name, property address, insurance carrier and claim number pull straight from the job — no retyping what Orbit already knows.
Legally-binding e-sign
The signer gets a secure link, signs from their phone or laptop, and every doc comes back with a court-ready audit trail of who signed, when, and from where.
Reusable templates
Save your standard work authorization or change order once with fields already placed. Next job, pick the template and it's ready to send in seconds.
Flattened and filed
Signed PDFs get flattened so nothing can be altered, then attached to the job automatically — no download-and-re-upload dance.
Up and running in three steps
Upload and place fields
Pull in the PDF, drag your signature and merge fields onto the right spots, and assign each field to a signer. Save it as a template if you'll send it again.
Send for signature
Fields auto-fill from the job, then the signer gets a secure link. They sign from the driveway on their phone — no app, no printer, no scanner.
Get it back signed
The signed PDF is flattened, stamped with a full audit trail, and filed to the job the moment the last signature lands.
Pairs perfectly with
Proposals
Beautiful good/better/best proposals with photos, financing, and online e-signature.
Work Orders
Dispatch the crew with a branded work order built from the won job — scope, materials, measurements, and site notes all in one place.
File Manager
Every document for every job in one place, so the whole team pulls the same file.
Ready to put PDF Signer to work?
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