Introducing Geeni Sign: Get to Yes Faster with Seamless Quote Approvals

What Is Geeni Sign?

Geeni Sign lets you send quotes that your customers can view and sign digitally, using a secure link sent straight from Service Geeni. There’s no need to switch tools or search through inboxes to find the latest version - everything’s connected to the job, the quote, and your workflow.

Once signed, the quote is saved automatically to the relevant record with a full audit trail. If the quote needs updating, you can revise and resend it with the click of a button, and the system will keep track of which version was signed and when.

Why Did We Build It?

Because waiting on approvals can slow everything down. Teams lose time chasing signatures. Jobs stall while everyone checks whether a quote was signed. And documents go missing when e-sign tools aren’t linked to the platform where the real work happens.

Geeni Sign was built to change that. It keeps everything in one place, shortens response times, and helps your team move from quote to delivery without unnecessary delays.

How It Helps Your Team

Geeni Sign isn’t just about digitising documents - it’s about making day-to-day work easier across the board:

• Sales and account managers get faster approvals and a better sign-off experience for their customers.
  
  
• Schedulers and ops teams can start work with confidence, knowing the right approvals are in place.
  
  
• Finance and admin benefit from timestamped records and a clear audit trail that makes reporting and billing easier.
  
  
• Customers get a smooth, professional experience that’s simple to complete from any device.

Everything is designed to fit inside your existing workflows - so there’s no jumping between platforms or extra admin to deal with.

Is It Right for You?

If you're regularly dealing with delays in sign-off, missing documents, or disconnected systems, Geeni Sign could make a big difference. It's ideal for service teams who handle a high volume of quotes, work with remote decision-makers, or need clear, auditable records for compliance and customer service.

You don’t have to change the way you work - just speed it up and simplify it.

Available Now

Geeni Sign is now available as a paid add-on for Service Geeni users. It works with Job, Hire, Service, and Sales Order quotes, and you’ll be able to track every stage from sent to signed. Features like multiple signers, PO capture, and more are already in development, and we’ll keep you updated as they go live.

Want to get started? Reach out to your account manager or book a demo directly, and we’ll walk you through the benefits of Geeni Sign and how to enable it for your team.