SALES SKILL · PROVEN · EVERY INDUSTRYProposal → Contract
Proposal → Contract
Signed in a minute.
An approved proposal becomes a standard contract, out for e-signature in a minute.
AT A GLANCE
DepartmentSales
Works inEvery industry
Runs onJobTread, e-sign, Claude
You getA signed, standard contract filed on the job.
Ways to buyDIY, Installed, or Managed
from approved proposal to a contract in JobTread, ready for the client to sign. Before, every proposal and contract was rebuilt by hand in ChatGPT.Remodeling · Proposal → Contract · Claude skill → JobTread → e-sign
1locked contract template on every job, instead of a new version each time.Same terms, every client
01 · WHAT IT DOES
What Proposal → Contract does
Proposal → Contract turns an approved JobTread proposal into your standard contract and sends it for e-signature automatically. The contract is one locked template your attorney approves once. Every variable (client, address, scope, price, schedule, payment draws) is pulled from the proposal, so nothing is retyped and nothing drifts.
The result is the same contract on every job, out the door about a minute after the client says yes, while they're still excited to sign.
02 · THE PROBLEM
Proposals were written in ChatGPT and pasted over, then ChatGPT drafted the contract, so every contract said something different. That was slow, and it put legal risk on every job.
Sounds familiar?
Contracts are written or edited by hand for each job
You use ChatGPT to draft contracts, and each one comes out different
Clients wait a day or more for paperwork after saying yes
You're not sure every contract has your current terms
That's us. Book a call →03 · HOW IT WORKS
Step by step
◌ YOUR APPROVALOnly needed if someone edits your standard terms.
01The proposal is approved in JobTread
02Scope, price, schedule, payment draws, and client details are pulled from it
03They are merged into one locked contract template
04The contract goes out for e-signature automatically
05The signed copy is filed back on the job
04 · HOW IT CONNECTS
How it connects
Runs on these tools
JobTreadJob management for builders and remodelers: estimates, budgets, schedules, time entries, and daily logs.e-signElectronic signature for contracts and change orders.ClaudeWriting, judgment, reading documents, and customer-facing work.Works in every industry
RemodelingEstimator, Dispatcher, and Bookkeeper. Built around JobTread proposals, change orders, and draw schedules.RoofingFast lead response, storm-surge intake, and insurance paperwork handled for every job.HVAC + PlumbingDispatch, maintenance-plan renewals, and after-hours intake by an agent.Agencies + B2BClient onboarding, status reports, and renewals, from deal to delivery.InspectionsField Reporter, Office Assistant, and Ops Analyst. Built around scheduling, site visits, and fast reports.Permits + DesignOps Analyst, Estimator, and Office Assistant. Built around permit tracking, client updates, and a bird's-eye view.General ContractorsOps Analyst, Estimator, and Bookkeeper. Built around a bird's-eye view of calls, jobs, deals, and lead spend.Agents that run it
EstimatorRuns on Claude. Writes estimates and scopes of work, and keeps every unsigned bid warm.Stacks it connects
Claude + JobTreadEstimate and scope drafts from site notesJobTread + e-signApproved proposal becomes a standard contract, out for e-sign in 1 minuteJobTread + QuickBooksPayroll prep from time entries, with approval before postingGoHighLevel + JobTreadNew lead creates the JobTread customer and books the site visitRelated skills
Payroll PrepPulls JobTread time entries, flags missing or odd hours, and preps QB Desktop payroll for your approval.Estimate Follow-upPersonal follow-ups on unsigned estimates, drafted by Claude on days 2, 5, and 10.Lead Intake & BookingA form or call creates the CRM contact and the JobTread customer, then books the site visit.05 · QUESTIONS
Questions, answered.
Still not sure? Bring your question to a free 30-minute call. You'll leave with a written plan either way.
Book a 30-min ops callJobTread's built-in e-sign, DocuSign, PandaDoc, and most tools with an API.
Custom terms are flagged and sent to you for approval before the contract goes out.
Yes. Agencies and B2B firms use the same skill with HubSpot deals in place of JobTread proposals.
No. We build on the tools you already pay for, like JobTread, QuickBooks, and your CRM.
Anything that touches money or a client waits for your approval, and every run is logged so you can see exactly what happened.
After a free 30-minute call, you get a written plan with a fixed price and a timeline before you commit to anything.