Templates
Build a document once, fill it in many times. Estimates, membership agreements, and the forms your technicians complete on site all use the same builder.
New template
One builder, not four
An estimate, a membership agreement and a site survey are the same thing wearing different clothes: a list of questions, some answered by the record and some by a person, ending in a document somebody signs. Building four separate editors would mean a shop that can customise its estimates but not its agreements, and the only honest answer to why would be that we ran out of time.