What your customer sees — the acceptance experience
When you send a quote for digital signature, your customer clicks a link, reviews the quote, draws their signature on their phone, and accepts. Here's exactly what they see, what they tap, and what happens next. Mobile-first, no app, no signup required.
Step 1: They get a branded email
Your customer receives a clean, professional email with:
- Your business name in the subject line ("Please review and accept your quote from {business}")
- A short personalised opening message
- The full quote PDF attached so they can download it before signing
- One clear button: "Review & Accept"
The email arrives from [email protected] with your business name as the sender label, so customers recognise it as a quote from you, not a generic system email.
Step 2: They land on the acceptance page
Tapping the button opens the public acceptance page. They don't need an account, password, or app. The page works on phones, tablets, and desktops — the vast majority of customers open it on their phone first.
The page shows:
- Your business name and logo (if set)
- Quote reference and date
- The full scope of works as a clean readable list
- The total price — large, prominent
- A "Download a copy" button (in case they want to forward to their partner)
Step 3: They review and sign
Below the quote, they see:
- A signature pad — they draw their signature with a finger on phone or mouse on desktop. Multi-touch is rejected to prevent accidental scribbles. They can tap "Clear" and redraw as many times as they want before submitting.
- A name field — they type their full name as it appears on the quote
- Two consent checkboxes:
- "I accept this quote and agree to the work as described"
- "I consent to electronic signing"
- A primary "I accept" button — disabled until name + signature + both checkboxes are present
Step 4: Acceptance is recorded
When they tap "I accept", the page captures (in this order):
- Their typed name
- Their drawn signature (as a PNG)
- Their email (matched against the original signature request)
- Their IP address (server-recorded, not browser-controlled)
- A server timestamp (UTC)
- Their browser, device, OS, screen size, language, timezone
- The e-consent timestamp
- An event timeline — when the link was sent, opened, viewed, when they started signing, when they accepted
This data goes into a multi-page Acceptance Certificate PDF that becomes the legal record.
Step 5: Both parties get the signed agreement
Within seconds:
- The customer receives a confirmation email with two PDF attachments — the original quote and the new acceptance certificate
- You receive a notification email with the same two attachments plus a link to your Signed Agreements page
- The quote's status on your Saved Quotes page flips to "Signed"
Why mobile-first matters
UK trade quote acceptance happens on phones. Customers read the email at the kitchen table, on the bus, in the car park before going into a meeting. If the acceptance page doesn't work on a phone, the deal stalls.
The signature pad is sized for a finger (200px tall on mobile, DPI-aware so the line stays sharp on retina displays). Buttons are full-width on mobile. Typography is set for one-handed reading. iOS gesture events are blocked on the canvas so accidental pinch-zoom doesn't draw scribbles.
Privacy
The acceptance page itself collects only what's needed for the signed record (name, signature, IP, browser, timestamp). No tracking pixels, no third-party scripts, no analytics on the customer-facing acceptance flow. The page lives at tailoredquote.co.uk/accept.html?token=... and the URL token is the only authentication.
The 256-bit token expires after 14 days. After that, the link returns a clear "link expired" message and the customer can ask you to resend.
Pricing
The customer acceptance portal is part of the digital signature workflow, included on every TailoredQuote plan. 14-day free trial.
Frequently asked questions
No. They click the link, sign, accept. No account, no app, no login.
Yes. Most customers open it on their phone. Signature pad sized for a finger, buttons full-width on mobile, typography set for one-handed reading.
Yes. The signature request email includes the full quote PDF as an attachment.
An Acceptance Certificate PDF is generated server-side. Both parties get an email with the original quote + the certificate. Saved Quotes status flips to "Signed".
Yes — 14 days from issue. Click "Resend Link" to issue a fresh one.
Related
Last reviewed: April 2026
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