- 1
open the mayhaw estimate
the estimate has to be at status sent, viewed, or accepted.
- 2
click "send for signature"
loblolly mints a draft contract pre-filled with the quote's title, scope-of-work table, totals, notes, and terms.
- 3
review and send
tweak anything you want, then send the signing link to the customer.
- 4
the dragonfly stage flips when signed
when the customer signs, the matching dragonfly contact's stage flips automatically. your pipeline reflects reality without you touching it.
tipthis is the cleanest path for service businesses — quote, sign, schedule, work, invoice — every step links to the next without re-entering data.
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