- 1
open a sent or accepted quote
the action row has a "send for signature" button. it routes the quote into loblolly's contract flow.
- 2
loblolly creates the contract
loblolly mints a new contract from the quote details — customer, terms, line items. you'll land in loblolly to add any extra clauses (msa boilerplate, liability waiver) before sending.
- 3
customer signs from their phone
loblolly emails the customer a signing link. once they sign, the contract pdf files into bullfrog and dragonfly's contact + mayhaw's quote both get a stage update.
tipuse this for jobs that need a real contract on file — high-dollar work, long-term retainers, anything with liability. for small jobs, the signed quote itself is enough audit trail.
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