What's New? You can now create agreement templates that don't require an estimate — ideal for contingency agreements, direct-to-repair network paperwork, or any agreement that needs to be signed before an estimate is created.
Overview
You can now add an agreement template and choose to build it without an estimate attached. This is especially useful for restoration leads since you can start the Hover project as a photos-only scan, create and send a signable document (like a contingency agreement), and wait to upgrade the Hover job and receive measurements only once the customer has committed.
Note: This update is part of a phased release and may not be available to all users yet. If your experience looks different, or you'd like early access, please contact our Support team.
How it works
As an admin, you can build a custom agreement that stands on its own — no estimate required.
How to create an agreement template without an estimate
Navigate to Estimate Preferences
Select the Agreements tab
Select Add Template
The default is With estimate — select Without estimate instead
Select Create, then Edit to start building the document
Add as many sections as needed for the structure of your document
For each section, choose how you're adding content:
Upload a page: Upload a PDF if your content already exists as a file.
Text-based: Paste or type text-based content directly into the section.
Insert variables: Use variables to auto-fill customer and job details, including:
Customer 1 name
Customer 1 email
Customer 1 phone
Customer 2 name
Customer 2 email
Customer 2 phone
Customer address
Customer city
Customer state
Customer zip
Signee 1 initials
Signee 1 signature
Signee 2 initials
Signee 2 signature
Notes
When you're ready, save the template so it will be available to use on any job, even ones you haven't scanned yet.
How to send an agreement without an attached estimate
You can send an agreement without an attached estimate from draft jobs, jobs that are still uploading or processing, or from jobs that have already returned a model and measurements.
No matter the status of the job, open the project details page and select Start Agreements.
Review and select your agreement type:
Your new "without estimate agreement" will show as an active, selectable option, while any agreement built "with an estimate" will show as inactive choices until an estimate exists.
Confirm the customer's information is correct.
Create the agreement: The agreement populates with the job and customer details you set up in the template.
Request a signature: Send the agreement for signature by email, or have the customer sign on screen.
Once the agreement is signed and approved, continue with the rest of your workflow.
Why this is better
Get paperwork signed before you commit to purchasing measurements. You no longer need an estimate on file to get a legally binding agreement signed.
Build the exact document you need. Upload an existing PDF or build text-based sections from scratch, with variables that pull in customer and job details automatically.
Keep your workflow moving. Get the signature first, then upgrade the job to receive measurements and start the rest of the process once the customer has committed.
Frequently asked questions
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Do I need to be an admin to create an agreement template without an estimate?
Do I need to be an admin to create an agreement template without an estimate?
Yes. Template creation happens in Estimate Preferences, which requires admin access.
Do I need to be an admin to send an agreement without an estimate?
Do I need to be an admin to send an agreement without an estimate?
No. You only need to be an admin to create and edit these agreement templates. Once they've been created, they're available for non-admins to send on a per-job basis.
Once I add a "without estimate" agreement, what happens to my "with estimate" agreement(s)?
Once I add a "without estimate" agreement, what happens to my "with estimate" agreement(s)?
Both agreement types will still be available for a job, however, any agreements that require an estimate will show as inactive until an estimate exists. Meanwhile, any agreements built "without an estimate" will be active and selectable immediately.