How to use Stonegreement

What Stonegreement is

Stonegreement gets a document signed. An estimate, a change order, an NDA, a subcontractor agreement — you write it or upload it, send it, and the person signs on their phone. No printer, no scanner, no “can you send that back as a PDF”.

Every document is attached to a contact, a company, or a job, so the signed copy lands somewhere sensible instead of in your downloads folder.

Step by step

1. 1

   Start a document

   Open Stonegreement and press New agreement. Each row is named for who it is with rather than what you called it, because that is how you will come looking for it — and the ones still waiting on a signature sit at the top.
   SentReceived

   New agreement

   Awaiting signature

   11 days

   Drafts

   Jun 14

   Signed

   Jun 2
2. 2

   Write it, or bring your own

   Type the document out, or describe what you need in the chat beside it and let FieldStone draft it — it will also read a draft back to you and point at the parts you left blank. If your lawyer already gave you the wording, choose Upload a document when you start — a PDF, an image or a Word file — and skip the writing entirely. Wording you send often can be saved as a template and picked from the same place.
   or upload a document you already have
3. 3

   Say who is signing

   Under Who signs, pick the contact, company, or job it belongs to. That is also how FieldStone knows which phone number to send it to — and the number is locked to the document once it goes out, so the code that arrives proves it is them, not just that somebody has a phone.
   Who signs

   Code goes to (269) 555-0142
4. 4

   Put the fields where they go

   On an uploaded document, drop the boxes onto the page: signature, initials, a date, a checkbox, a line of text, a longer answer. Mark each one as something you fill in beforehand or something they complete at signing.
   DateSignature

   I fill itRecipient fills
5. 5

   Send it — or hand them your phone

   Press Send for signature and you sign first — your signature goes on the document for your business. Then the link goes out by text, by email, or both. If you are standing in their kitchen, show the QR code instead and they sign on their own phone there and then. Same document, same trail, no waiting.
   By text

   Please review and sign “Roof replacement agreement”: fieldstoneapp.com/sign/…

   In person
6. 6

   What they see

   They open the link, get a one-time code by text or email, type it in, fill anything you left for them, and tick that they agree. Someone who has signed with you before still needs a fresh code every single time — a saved signature saves them drawing it again, not proving who they are.
   •••

   ✓I have read it and agree to its termsSign agreement
7. 7

   It files itself

   Once signed, the document is sealed with its trail — who opened it, when, from where — and dropped into StoneBox under the counterparty’s name. If they are on FieldStone too, they get their own filed copy at the same time.
   StoneBox

   Stonegreement / Sent / Delgado Builders

   Subcontractor agreement.pdf
8. 8

   If they want a change

   They can ask for changes or decline instead of signing, and say why. You are told, and what they wrote sits in a conversation beside the document. Press Update document from conversation and the wording is yours to edit again; sending it back out gives them a fresh link, and the old one stops working.
   Declined

   “Happy with all of it except the payment terms — can we make it net 30?”

   Update document from conversation