Payment and contract notes, settled before the DocuSign
Settle how the customer is paying before the DocuSign goes out, so the terms print on the contract. Open the contract and a short pop-up comes first: check or OneLeaf, a credit-card link, a finance application, or $0 down with a check on completion. Then mark the job Full or Partial.
The contract notes are drafted from the quote: partial or not, which sides are not being done, no detached garage, 1st or 2nd story only, the price and the payment. Change anything you like. Saving adds them to the opportunity's notes and never writes over what the office wrote. The result menu's explanation is pre-filled the same way, with the last price and the scope.
Financing or card? There is a button for it. When financing (Versatile) or a card was chosen, a payment button shows on the card. It lays out the agreed amount to finance or charge, and the customer's phone and email. One tap opens the opportunity, where Salesforce's own button sends the link. It goes out when you tap it, never on its own.
- 1How they're paying, picked before the contract
- 2Full or Partial, one tap
- 3Contract notes drafted from the quote, yours to edit
- 4Saved to the notes, never over the office's
- Tap to open the contract. The pop-up comes up first.
- Pick how they're paying, and Full or Partial.
- Read the drafted notes, change anything, and tap Save notes & open Salesforce.
- Financing or card: tap the payment button on the card, copy the amount, then tap Launch Versatile or Send Payment Link in Salesforce.
What it does, step by step
- Tap to open the contract. A short pop-up comes first.
- Pick how they are paying: check or OneLeaf, a card link, a finance application, or $0 down.
- Mark the job Full or Partial.
- Read the contract notes drafted from the quote, change anything, and save. They are added to the notes, never written over the office's.
- Financing or card? The payment button shows the amount and contact details, and opens Salesforce to send the link on your tap.
Time it saves Estimates
| Task | By hand, typically | With the app, typically |
|---|---|---|
| Writing the contract notes | 5–10 min | Drafted, about a minute to check |
| Finding the amount and contact for a payment link | About 5 min | On the payment button |
Typically 10–15 minutes per sale.
Typical estimates, not guarantees.
Errors it prevents Guesstimates
- No payment methodIt is asked before the DocuSign, and the terms print on the contract.Guesstimate: 1–2 kickbacks a month avoided
- Unclear runs on a partial jobThe notes name the sides not being done, garage or story included.Guesstimate: about 1 a month avoided
- The office's notes written overSaving adds to the notes and never replaces them.Guesstimate: zero lost office notes
Time figures are typical estimates for an active rep, not guarantees. Error figures are guesstimates for a rep closing about 10 jobs a month. Both vary with the rep, the office and the job.
Who it helps
- The repTerms and notes settled before the signature.
- Office & installersContracts that already say how the job is paid and what is in scope.
- The customerSigns a contract that matches the conversation.
- The managerFewer contracts that need fixing after signing.
Feature LHM-F-41 · a proprietary feature of Praxion Exterior Edition™ · © 2025–2026 James Donsing · Praxion Agentic CRM Solutions. All rights reserved. Privacy policy