Browser-based sharing
Send estimates and quotes as secure links clients can open quickly.
All features
Approvals
Estimates and quotes
Send browser-based estimates and quotes, collect client signatures, provide PDFs, and keep approval connected to delivery and invoicing.
Steady feature
Signed quotes
Sharing
Token-based
Approvals
Digital signatures
Output
PDFs
Without a system
Where service work leaks.
- Approval happens in email, while delivery and invoicing happen somewhere else.
- Clients say yes informally, but the signed scope is hard to find later.
- Quote PDFs are manually generated and resent.
- Approved work is disconnected from the client and project record.
With Steady
What becomes clear.
- Create estimates and quotes in Steady.
- Share documents through secure browser links.
- Collect client signatures online.
- Keep the approved document, client, and downstream invoicing workflow connected.
What it includes
Built around the details that normally fall through the cracks.
Digital signatures
Clients can sign and approve estimates directly in the browser.
Client-ready PDFs
Approved or historical estimates can be downloaded as PDFs.
Client portal history
Clients can view previous estimates and quotes from their side.
Connected workflow
Approval stays connected to the client record and the work that follows.
Low-friction access
Token-based sharing keeps approval moving without forcing account setup for every document.
Workflow
Designed for the way client work actually moves.
Steady keeps the commercial context attached as work moves from planning to delivery, client approval, invoicing, and payment.
01
Create the quote
Prepare the estimate or quote against the client.
02
Share the link
Send the browser link by email for review.
03
Client signs
The client reviews, signs, and approves the document online.
04
Continue the workflow
Use the approved scope as part of the client record and downstream billing process.
Why it matters
Approval should be part of the operating loop.
Steady keeps client sign-off close to the delivery and invoicing records that depend on it.
- Reduces approval friction
- Keeps signed scope easy to find
- Gives clients PDF access
- Connects quote history to the client portal
- Supports professional browser-based documents
- Avoids scattered email-only approval trails
Questions
Common questions
Ready to see it live?
Run your client work from the calendar outward.
Plan the work, protect capacity, manage retainers, keep margin visible, and invoice from records you can trust.