Send an estimate or Smart Form for signature

OfficeMoveClerk Help Center · about a 2-minute read · Updated October 2026

The short version: Send a Smart Form the shipper can sign on their phone — you fill it out, they only sign.

Before you start

Steps

Open the job and go to Docs
Every job has a Docs tab with the 12 Smart Forms: estimate, bill of lading, valuation election, and the rest.
Open the form and fill it out
Your company fills in every field — inventory, prices, dates. The shipper never fills out forms; they only sign them.
Tap Send for signature
The shipper gets a link by text or email. It opens on any phone — no login, no app to install.
They sign: name, date, checkbox
They type their name, pick the date, and check the box. Done. The signed copy locks as the legal record — and you can still edit your working copy anytime, even after sending.

Shipper says the link won’t open → resend it; links open in any phone browser. Ask them to check text messages if the email didn’t arrive.
You need to change something after sending → edit the form in the app anytime. Only the signed copy is locked.
Wrong form was signed → ask the owner to void it and send a fresh one. Don’t reuse a signed form for a different job.

Email hello@moveclerk.com — tell us what you were doing, what you tapped, and what you saw.

Was this helpful?

Thanks — your vote helps us improve these guides.