Smart(er) Docs is integrated into AccuLynx, the leading all-in-one roofing software. It streamlines creating, presenting, and signing roofing documents—proposals, contracts, change orders, and more—so teams can close jobs faster. Templates can auto-populate from the job record, and a drag-and-drop editor makes on-the-fly customization easy. Digital signatures with reminder and expiration features speed sign-off, while secure links allow customers to review and sign from any device.

Be prepared to deliver professional, high-impact documents to homeowners. Create templated document packets on a browser or the AccuLynx mobile app, tailor them per customer with photos, aerial measurements, estimates, and cover pages, then share via secure web links by email or text before signature to impress clients and win more jobs.

Documents and templates live in AccuLynx, with bank-level encryption and ESign Live-backed security for legally-binding contracts. A simple drag-and-drop editor, new design tools, and status controls give visibility and control, while real-time notifications ensure signed documents are saved to the job file in seconds.

Features & Benefits

• Smart Templates: Auto-populate documents with job data and customize packets on the fly.
• Digital Signatures & Reminders: Electronic signatures, automated reminders, and expiration dates to accelerate sign-off.
• Centralized Template Repository: Drag-and-drop editor and design tools organize and customize documents in one place.
• Secure Sharing & Archiving: Share via secure web links and store signed documents in the job file with bank-level encryption.