How customers accept or decline a quote

Topic

When you email a quote, the customer gets a link to view it online and either accept or decline — no account needed. Their decision, and who made it, is recorded against the quote.

Instructions

1. 1
   Send the quote by email.

   The message includes a secure link to the online quote.

2. 2
   The customer opens the link and reviews it.

   They see the same branded quote, with Accept and Decline buttons.

3. 3
   They accept — or decline with a reason.

   An accepted quote is stamped with the acceptor's name and time; a decline captures the reason.

4. 4
   Follow up from the quote.

   Accepted quotes can be turned into a job in one click; declined ones can be revised and re-sent.

Additional Information