Every serious install job should have terms behind it — scope, weather policy, liability, cancellation. LightQuoter lets you write your agreement once, attach it to every quote automatically, tweak it for individual customers, and keep a tamper-proof record of exactly what each customer signed.

The key principle: what was signed is what is stored. Once a customer signs, that agreement is frozen — you can update your template any time without touching agreements customers already signed.

Set up your agreement (once)

  1. Log in and open Settings, then scroll to 📜 Service Agreement.
  2. Paste or write your agreement text — scope of service, lease terms, weather policy, liability, cancellation and refund policy, and anything else your business needs. Plain text, up to 20,000 characters.
  3. Click Save Service Agreement.

From then on, the agreement is attached to each quote automatically when you save it. Quotes customers have already signed are untouched; unsigned quotes pick up your latest text the next time you save them.

Note: the short Quote Disclaimer (Settings → Item Library → Quote Presentation) is a separate field — a one-liner of small print on quotes, invoices, and emails. The Service Agreement is your long-form contract. You can use both together.

What your customer sees

The agreement appears on the customer’s quote page directly above the signature box, and the consent line makes clear their signature also accepts the agreement. When they sign (typed name), LightQuoter permanently records:

  • the agreement text exactly as they saw it,
  • their typed name,
  • an official server timestamp,
  • and the price and contract term they committed to.

After that, nothing can change the record — not even you. Their quote link becomes a permanent proof page with the frozen agreement, a “✍️ Signed by ___ on ___” line, and a Print / Save Signed Agreement button.

Customize the agreement for one quote

Sometimes one customer needs different terms — a commercial job, a special lease arrangement, a negotiated cancellation clause.

  1. Open the quote in the quoter. Below the “Notes for customer” box you’ll see a row: 📜 Service Agreement: None / Default / Custom / Signed 🔒 with an Edit button (available once the quote has been saved at least once).
  1. Click Edit and choose what you need:
    • Save for This Quote — your edited text applies to this quote only and is marked Custom. Future changes to your Settings template won’t overwrite it.
    • Reset to Account Default — re-links the quote to your Settings template.
    • Save with the box emptied — removes the agreement from this quote entirely, even though your account has a default.

On a signed quote the button reads View instead, and the window is read-only — the frozen text plus the signer line.

Find signed proof later

All of these show the same permanent record:

  • The customer’s quote link (the Share button in the quoter) — the agreement as signed, the signer line, and the Print / Save button. This link works forever; it’s the copy your customer can keep.
  • The customer’s profile (Customers → the person) — the Contract Status card links to the signed agreement, and every signed quote in their history has a ✍ link.
  • The quoter — open the quote; the 📜 row shows Signed 🔒 → View.
  • PDF export — on signed quotes, the signature line shows the typed name and date (“signed electronically”) and the full agreement is appended as its own pages. Unsigned quotes still print blank signature lines for wet-ink signing.

Troubleshooting

  • Agreement isn’t showing on a customer’s quote page. The quote was last saved before you set your template (open and re-save it), the agreement was removed for that quote (the 📜 row shows None), or your account doesn’t have a template yet.
  • Your edit “didn’t stick.” Check whether the quote is signed (frozen by design) or marked Custom (template changes don’t apply to it — use Reset to Account Default to re-link it).
  • Older signed quotes have no agreement. Quotes signed before the feature launched (September 2026) have a signature name and date but no agreement snapshot. New signatures capture everything.