Get BuilderPrime estimates signed before you leave the job site.
WhatsApp-native signing meets homeowners where they already are — on their phone, not in an inbox.
Where this fits
- Estimates and contracts get emailed, but homeowners are on-site with a contractor, not at a desk checking email
- A signed agreement needs to hold up later — verbal or half-signed paperwork doesn't
- Every job type (roofing, remodeling, HVAC) reuses the same contract structure with different numbers
Who uses this
- Teams running on BuilderPrime
- Or anything similar — the signing step works the same regardless of which one you use
Why Docracy
The estimate you just built in BuilderPrime still needs a signature, and the homeowner is standing right there — not back at a desk checking email. Send it over WhatsApp for a phone-bound, PIN-protected signature on the spot, or by email/SMS when that fits better. Save the estimate or work-order structure once as a template so every job starts from the same clean document; the homeowner never creates an account, and you keep the signed file plus its audit trail.
Reusable job templates
Save your standard work order or service agreement once, reuse it for every estimate.
WhatsApp delivery with a PIN
Phone-bound, PIN-protected signing — a stronger signal than an emailed PDF that anyone could sign.
No account for homeowners
They open a link, review, and sign — nothing to install or register.
Full audit trail
Delivery, read, and signature timestamps recorded automatically — useful if a job ever gets disputed.
Docracy isn't a CRM or job-scheduling tool — it's the signing step you hand off to from BuilderPrime, not a replacement for it.
Templates for this
Work Order
Covers scope, materials, estimated cost, and completion date for a service job.
Service Agreement
Covers services provided, schedule, fees, and term for an ongoing service relationship.
Frequently asked questions
Do the people I send documents to need a Docracy account?
No — only the sender needs an account, so document history, saved templates, and team access have somewhere to live. Whoever's signing opens a link and signs, no signup required.
Which documents can I send?
Ready-made templates for this include Work Order, Service Agreement. You can also upload your own PDF.
How much does it cost?
Free for documents with up to 2 signers. Beyond that it's a flat $10/month — never priced per seat — which also unlocks reusable templates, team accounts, and the integrations mentioned above.
How fast can someone actually sign?
Under a minute in most cases: they open the link, review the document, and sign — no account to create, no app to install. WhatsApp delivery adds a phone-bound PIN step for extra assurance when that matters.
What doesn't Docracy do here?
Docracy isn't a CRM or job-scheduling tool — it's the signing step you hand off to from BuilderPrime, not a replacement for it.
See also
Ready to send your first document?
Try free — send a sample work order