Documents is DocuSign-style signing built into Build Daily. Build a Word template that fills in the job and customer data, or upload a finished PDF. Place the signing fields, send a secure link, see who opened it and who signed, get the company countersignature, and file the signed package back on the project, service agreement, change order, subcontract, HR acknowledgement, or other record it came from.
The envelope can be bound to the thing the office is trying to close: a service agreement, change order approval, subcontract package, customer authorization, HR acknowledgement, or general agreement.
A DOCX template can carry merge fields, signer roles, signing tags, document type, module usage, versions, validation, and publishing. That lets the office reuse the right contract language without retyping job data.
If the final PDF has already been prepared, Documents can create a PDF-first envelope, place the signing fields, collect recipient and company signatures, and keep the signed copy and signing history.
Build reusable agreements around real contractor records.
Get the agreement signed.
File a signed package that holds up, back on the record it came from.
Published template versions prevent the office from quietly changing the agreement after it is already in circulation. Draft changes can be prepared, tested, and published when ready.
The signer queue makes viewed, pending, sent, failed, and company countersignature states visible so the PM, service manager, or contract admin knows who needs a call or reminder.
Executed agreements stay tied to the job, ticket, change order, subcontract, or HR record that depends on them, which matters when billing, scheduling, purchasing, or closeout asks for backup.
| What You Need | How Build Daily Handles It |
|---|---|
| Reusable agreement templates | Yes Upload DOCX templates, assign document types, manage published/draft/archived state, edit source files, validate tags, test, and publish versions. |
| Source-record envelopes | Yes Start envelopes from a project, service ticket, subcontract, or HR record so the signed copy files itself back there. |
| PDF-first signing packets | Yes Create envelopes from uploaded or generated PDFs and place signing fields without forcing the office to rebuild the document as a template first. |
| External signing links | Yes Give recipients a secure public signing path with consent, required fields, save for later, decline, permitted forwarding, and signing progress. |
| Company countersignature | Yes Send the company signature to an authorized representative and keep it separate from the outside signers. |
| Signer follow-up | Yes Track viewed, pending, sent, failed, declined, expired, and reminded states for recipients and countersigners. |
| Field placement | Yes Support signature, initials, signed date, checkbox, and text fields on generated or uploaded PDFs. |
| Executed packages | Yes Create the signed package with a package hash, PDF and HTML copies, audit history, and view and download actions. |
| Exception handling | Yes Show failed delivery, declined signers, expired links, draft PDF failures, package failures, voids, superseded packets, corrections, and completion handoff issues. |
A signed service agreement affects dispatch and billing. A signed change order affects project cost and owner approval. A signed subcontract affects purchasing and compliance. The signature changes the record you are managing, so it belongs on that record.
The flow feels like the signing tools contractors already understand: envelope, recipients, secure link, consent, required fields, reminders, decline handling, and executed copy. The difference is that the packet starts from the job, ticket, subcontract, or HR record instead of being attached to it afterward.
Build Daily tracks signer state, delivery state, viewed/signed timestamps, signing progress, audit events, access controls where configured, package generation, and completion handoff so the office can see what happened.
The office either publishes a reusable DOCX template with merge fields and signer roles, or starts from an uploaded/generated PDF that already contains the final language.
The agreement gets a title, document type, recipients, signer roles, and a link back to the record it came from, so the packet stays attached to the work that needs it.
Build Daily produces the draft PDF where applicable, lets the user review the packet, attach support files, and place signature, initials, signed-date, checkbox, or text fields before sending.
External recipients get a secure public signing path with electronic-record consent. Company countersigners can be routed separately when an authorized representative needs to sign after the customer, vendor, employee, or owner.
The signer queue shows who has viewed, who is still pending, which delivery failed, which company signature is waiting, and which envelope needs a reminder, correction, void, or replacement.
When the packet is complete, Build Daily creates the executed package and keeps the final signed copy, package hash, and audit trail on the original record for operations, billing, HR, or project closeout.
Use a secure link to collect consent, required fields, signatures, and reminders. The signed copy stays with the project, service agreement, change order, subcontract, HR file, or other record it belongs to.
See which template version was used, who still needs to sign, whether the PDF was created, when the customer viewed it, and where the signed copy is filed.
See where a document came from, who still needs to sign, its signing history, any failed steps, and the signed copy filed with the job.
We will walk through it using the way your company handles the work today.
See It with Your Work