Public Quote Acceptance

1. Go to Quotes → New Quote
2. Select customer (or create new prospect)
3. Add line items with pricing:
   • Service description
   • Quantity
   • Unit price
   • Subtotal calculates automatically
4. Add optional:
   • Discount ($ or %)
   • Tax rate (if applicable)
   • Notes or terms

1. Before sending quote, toggle Enable Online Acceptance
2. Set expiration date (7, 14, or 30 days recommended)
3. Choose signature requirement:
   • E-Signature Required - Customer must sign on screen (recommended)
   • Click to Accept - No signature, just button click
4. Optional: Add deposit requirement
   • Require 25%, 50%, or custom % deposit
   • Customer pays deposit when accepting quote
   • Reduces no-shows

Click Preview to see exactly what customer sees:

• Professional branded quote page with your logo and colors
• All line items, totals, terms clearly displayed
• "Accept Quote" button prominent at bottom
• Mobile-optimized (looks great on phones)

1. Click Send Quote
2. Email auto-composes with:
   • Professional message
   • "View & Accept Quote" button
   • Expiration date reminder
   • Your contact info
3. Customize email message if desired
4. Click Send Now
5. Quote marked as "Sent", status automatically tracked

1. Email arrives with branded quote notification
2. Clicks "View Quote" button in email
3. Lands on quote page with:
   • Your company logo and branding
   • Clean, professional layout
   • All services, pricing, totals
   • Terms and expiration date
4. Reviews everything at their own pace
5. Clicks "Accept Quote" when ready
6. Signs on screen (if signature required):
   • Draw signature with mouse or finger (mobile)
   • Type name for printed signature
   • Upload image of physical signature
7. Pays deposit (if required) with credit card or ACH
8. Confirmation screen shows "Quote Accepted!"
9. Receives confirmation email with signed PDF copy

60% of quotes are accepted on mobile devices. The experience is fully optimized:

• Touch-friendly signature pad
• Large "Accept Quote" button
• No pinch-to-zoom required
• Fast loading (under 2 seconds on 4G)

Go to Quotes page to see all quotes with statuses:

• Draft - Not yet sent
• Sent - Delivered, waiting for customer
• Viewed - Customer opened the quote link
• Accepted - Customer signed and accepted
• Declined - Customer rejected (if you enabled that option)
• Expired - Past expiration date, no action taken

Get instant alerts when quote status changes:

1. Go to Settings → Notifications
2. Enable quote notifications:
   • Quote Viewed - Know when customer opens link
   • Quote Accepted - Instant notification (email + in-app)
   • Quote Expiring Soon - 24 hours before expiration
3. Choose notification method (email, SMS if add-on enabled, in-app)

After customer accepts quote:

1. Click on quote from Quotes page
2. See acceptance details:
   • Date/time accepted
   • Customer's signature (image)
   • IP address (for verification)
   • Deposit payment (if required)
3. Download signed PDF for your records
4. Quote automatically converts to job (if auto-scheduling enabled)

Electronic signatures are legally binding in Canada (PIPEDA) and USA (ESIGN Act).

Sergio captures:

• Signature image - Visual proof
• Timestamp - Exact date/time of acceptance
• IP address - Verifies signer location
• Device info - Browser, OS for audit trail
• Quote version - What they agreed to (locked, can't be changed after signing)

Each quote gets a unique, secure link:

• Unguessable - Random 12-character token
• Single-use - Link expires after acceptance or expiration date
• No login required - Customer accesses with link only
• Revocable - You can invalidate link if sent to wrong person

Complete record of all actions:

• Quote created by [user] on [date]
• Quote sent to [email] on [date]
• Quote viewed on [date] from [IP]
• Quote accepted on [date] from [IP] with signature
• All stored permanently for legal compliance

If customer doesn't accept within 24 hours:

1. Day 1 - Send quote
2. Day 2 - If not viewed, send friendly reminder: "Did you get a chance to review the quote?"
3. Day 4 - If viewed but not accepted, call to answer questions
4. Day 6 - Final reminder before expiration
5. Day 8 - Quote expires, send "offer still available" email with new link

• 7 days for residential quotes (creates urgency)
• 14 days for small commercial (procurement cycles)
• 30 days for large commercial (stakeholder approvals)
• Expired quotes can be re-sent with one click

For jobs over $500, consider requiring 25-50% deposit:

• Reduces no-shows by 80%
• Filters out non-serious customers
• Improves cash flow
• Customers understand it's standard practice

Make your quotes stand out:

• Use detailed line-item descriptions ("Second-story windows, exterior only, screens removed/cleaned" vs. "windows")
• Add photos to quote if available (before/after from similar jobs)
• Include your certifications, insurance, years in business
• Add testimonials or Google review link