Online Quote Acceptance

Make it easy for your customer to say yes. They open a link, see your quote clearly, draw their signature, and accept — all from their phone.

The Customer Experience

When you send a quote for signature, your customer receives a professional branded email. They tap the button, and the acceptance page loads instantly on their phone, tablet, or desktop.

The page shows everything they need to make a decision:

No clutter, no confusion, no distractions. Just the quote and a way to accept it.

How the Customer Signs

Below the quote summary, your customer completes three simple steps:

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

The entire process takes under a minute. No account needed. No app to download. No login required.

Why This Matters for You

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.

TailoredQuote’s acceptance page removes all of those barriers:

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

Make it easy for customers to say yes.

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What Happens After Acceptance

The moment your customer clicks accept:

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

A Stronger Record Than Email or Text

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

TailoredQuote’s signed agreement combines multiple evidence points:

Together, these create a stronger evidence chain than a typed name alone. Read more about security and legal context.

Included on Every Plan

Online quote acceptance is included on every TailoredQuote plan — Essentials (£35/month) and Pro (£68/month). Compare plans.

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 a confirmation, and click accept.

Does the customer need an account?

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

Can they sign on their phone?

Yes. The page is designed mobile-first. They draw their signature with their finger, exactly as they would on a delivery receipt.

What happens after they accept?

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

Related

Faster approvals. Clearer records.

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