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Documents & e-sign

The right document, on the right order, signed.

Build your rental agreement once with merge fields, choose when it attaches, and let the portal collect the signature. Signed PDFs live on the order forever.

Plan availability: Included on Starter, Pro and Fleet.  ·  Compare plans

Templates with merge fields

Company details, customer, jobsite, container, term, rate, included tons and overage language fill in automatically. Keep separate templates for temporary rentals, permanent placements, contractor accounts and junk removal.

  • Merge-field templates
  • Attach by trigger
  • Built-in e-signature

Attach by trigger

Flag a template to attach on every order, on permanent placements only, or when a driver marks a job. Documents that need a signature become contracts with their own number sequence.

  • Built-in e-signature
  • Contract numbering
  • Signed PDF on the order

E-signature in the portal

Customers sign from the link in their confirmation text or email. The signed PDF, signer, time and IP are recorded. No third-party e-sign subscription needed.

  • Signed PDF on the order
  • Dump ticket capture
  • Document library

Dump tickets and photos

Dump-ticket photos from the driver app are stored with the order and feed Unbilled tonnage and Dump tickets reports, so overage never slips through.

  • Document library

What you get with Documents & e-sign

  • Merge-field templates
  • Attach by trigger
  • Built-in e-signature
  • Contract numbering
  • Signed PDF on the order
  • Dump ticket capture
  • Document library

Frequently asked

Is the e-signature legally binding?

Electronic signatures are recognized under the U.S. ESIGN Act and state UETA laws when the signer consents and the record is retained; the portal captures the consent, the signer identity, timestamp and IP and stores the signed PDF. Consult your own attorney for your agreement's wording.

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