Measure the current state
The customer reviews scope, signs, and pays the requested deposit against the same sold-job record.
Feature
Proposal, E-signature & Deposit
Move from approved scope to documented commitment and funded work in one path.
The operating reality
Move from approved scope to documented commitment and funded work in one path.
The customer reviews scope, signs, and pays the requested deposit against the same sold-job record.
Available across CloseDay plans.
Contractor outcome
What the operator gets
The capability does not replace trade judgment. It keeps information and responsibility attached as the customer moves to the next stage.
Connected workflow
Where it fits
The customer reviews scope, signs, and pays the requested deposit against the same sold-job record.
The operator can see the responsible customer, current state, and next action without rebuilding the context in another tool.
Available across CloseDay plans.
Why it matters
The operating rule and problem behind the feature
Explore the principle and solution this capability supports.
Simple dollar example
Make the economics visible.
A $4,000 deposit against $4,600 of early commitments exposes a $600 funding gap before the order is placed—not after cash leaves.
Illustrative only. Use your own numbers and assumptions; this is not financial advice or a guaranteed forecast.
What changes
One clear rule. One accountable next action.
Keep the workflow accountable
Available across CloseDay plans.
Frequently asked questions
Practical buying questions
What outcome does Proposal, E-signature & Deposit support?
Move from approved scope to documented commitment and funded work in one path.
How does it connect to the rest of CloseDay?
The customer reviews scope, signs, and pays the requested deposit against the same sold-job record.
Is this part of the connected CloseDay workflow?
Available across CloseDay plans.
Related reading
Keep following the operating system.
Want these numbers connected from lead to paying customer?
See how CloseDay would apply the workflow to your trade and market.
Book a Demo