Does the customer need to create an account?

No. They click the link, review and sign — no account, no app, no login required. The process takes under a minute.

What happens after the customer accepts?

A signed agreement PDF is generated automatically containing the quote details, drawn signature, typed name, timestamp, and IP address. Both you and the customer receive a copy by email.

Give customers a clear way to say yes

Your customer opens a link, sees the scope and price laid out clearly, draws their signature on their phone, and accepts. Much clearer than a “yeah go ahead” text.

What your customer sees

When you send a quote for signature, your customer receives a branded email with the full quote PDF attached and a “Review & Accept” button. They tap it and land on a mobile-first page showing:

Your business name and quote reference
The quote total — large, prominent, no ambiguity
Full scope of work — the complete job description, laid out clearly

No clutter, no login wall, no app to download. Just the quote and a way to accept it.

How they sign

Below the quote summary, three steps:

Draw their signature — finger on phone or mouse on desktop. They can clear and redraw as many times as they like.
Type their full name
Tick two checkboxes — one confirming they accept the quote, one confirming e-consent

Then they tap “I accept this quote” and see instant confirmation on screen.

The whole thing takes under a minute. No account. No app. No login.

Why this matters

The easier you make it for a customer to approve your quote, the faster you get the go-ahead. Every extra step — creating an account, downloading an app, navigating a confusing document — is a reason for them to put it off and forget.

Mobile-first — built for the screen most people check first
No account needed — your customer doesn’t need to sign up for anything
Clear totals — no scrolling through a multi-page PDF to find the price
Instant confirmation — the customer knows immediately that their acceptance was recorded

Less friction means faster approval. Faster approval means you’re scheduling the job sooner.

14-day free trial. No card needed. Cancel any time.

See online quote acceptance

What happens after they accept

The moment your customer clicks accept:

A signed agreement PDF is generated automatically — full quote details plus an acceptance certificate with their drawn signature, name, email, IP address, server timestamp, and audit trail
You get an email with the signed PDF attached
Your customer gets a confirmation email with the original quote and signed certificate
The status badge on your Saved Quotes page updates to “Signed”
The agreement appears on your Signed Agreements page, downloadable any time

No chasing. No ambiguity. A clear record of what was agreed and when.

Clearer than a text or email reply

A WhatsApp reply saying “yeah go ahead mate” is not a clear record. An email saying “looks good, please proceed” is better, but still doesn’t capture exactly what was agreed to or when.

TailoredQuote’s signed agreement combines multiple evidence points: drawn signature, typed name, server timestamp, email, IP address, browser and device info, e-consent record, and the exact quote they accepted preserved in full. Together, these create a much stronger evidence chain. More on security and legal context.

Important: this workflow is designed for ordinary quote acceptance common in UK building and trades work. It is not intended for deeds, wills, or specialist transactions requiring witnessed or notarial execution.

Included on every plan

Online quote acceptance is included on every TailoredQuote plan — Essentials (£35/month) and Pro (£68/month). 14-day free trial on both. No card needed. Cancel any time. See plans and pricing.

Frequently asked questions

What does the customer see when they open the link?

A clean, mobile-friendly page showing your business name, the full quote total, the quote reference, and the complete scope of work. Below the summary they draw their signature, type their name, tick two confirmations, and click accept.

Does the customer need an account?

No. They click the link, review, sign, and submit. No account, no app, no login.

Can they sign on their phone?

Yes. The page is designed mobile-first. They draw their signature with their finger, similar to signing for a delivery.

What happens after they accept?

A signed agreement PDF is generated automatically. Both you and the customer receive it by email. The badge on your Saved Quotes page updates to “Signed.”

Is this a guaranteed contract?

TailoredQuote records the customer’s acceptance with a drawn signature, server timestamp, and audit trail. Whether that constitutes a binding contract depends on the circumstances of the agreement and the applicable law. This workflow is designed for standard trade quote acceptance, not for deeds or specialist legal documents. If you need legal certainty on a specific transaction, take legal advice.

Make it easy for customers to say yes.