Guide · Trades and services
How to get a quote accepted on the spot.
A quote that is accepted the same day is worth more than a quote that is emailed and forgotten.
- 1. Add an acceptance line to your quoteA sentence such as "I accept this quotation and the terms above" with space for a signature and date.
- 2. Upload the quote PDFFrom your quoting tool or a simple document. Place a signature and a date field on the acceptance line.
- 3. Send to the customer's emailThey open the link on their phone, confirm the emailed code, and sign with a finger.
- 4. Both keep a copyThe customer receives the sealed PDF too, so there is no argument later about what was agreed.
- 5. Reuse it next timeSave the layout as a template and the next quote takes seconds to send.