E-signatures for rental agreements
Signed before the truck leaves the yard.
Send the rental agreement from PortaPro. Your customer signs it on their phone, and the signed copy files itself with the customer and the job it covers.
They sign from the email link with no account to create, no printer, and no app, or from their portal if they already use it. Sent, viewed, and signed are each stamped with the time, and the signed PDF lands on the job, on the customer's record, and in their inbox.
You can see where it is.
Sent, viewed, signed: each step is written to the agreement with its time, so the office knows whether the renewal is sitting unopened or has been read twice and not signed. That is a different phone call.
When it's signed, the PDF goes to the customer by email, and a copy files itself on the customer record and on the job it covers.
Start from a template, or from your own contract.
Send it from the quote, the job, or the customer, and see who has signed before anyone books the truck.
- Templates, or your own contract
- Portable restroom rental, event services, septic pumping service authorization, and a construction site master agreement with unit counts by phase. Or upload your own and place the signature, name, and date fields where they go.
- The quote as Exhibit A
- Send from a quote and its units and prices are attached as Exhibit A, so the signature covers exactly what was quoted.
- From the job or the customer
- Send Agreement sits on the job and on the customer record, addressed to the contact who signs.
- Email, portal, or both
- By email with a copy waiting in their portal, in the portal only, or by email only.
- Required agreements
- Mark the agreements every customer must sign. Once they have, a Signed mark shows on the customer list, their profile, and the quote and job pickers, so the dispatcher sees it before booking the truck.
Questions operators ask
Will an e-signature hold up?
PortaPro collects signatures under the U.S. ESIGN Act and UETA, and the time-stamped record on each agreement is what you show if a signature is ever questioned.
What if the customer doesn't sign?
PortaPro sends reminders on the schedule you set: when the first one goes out, how often it repeats, and when it stops. You can also resend from the agreement at any time.
Which plan includes it, and can I send it by text?
Agreements and e-signatures come with the Growth plan. There's no text delivery today: an agreement goes by email, waits in the customer's portal, or both. A customer who already signs in to your portal can sign it there without the email.
What if I sent the wrong version?
Void it from Agreements and send the corrected one. The voided copy stays on the record, marked voided, next to the one they sign.
