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:
- Your business name — clearly displayed at the top
- The quote total — large, prominent, no ambiguity
- Quote reference — so they know exactly which quote this is
- Full scope of work — the complete job description, laid out clearly
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:
- Draw their signature — using a finger on their phone screen or a mouse on desktop. They can clear and redraw as many times as they need.
- Type their full name
- Tick the acceptance declaration — confirming they agree to the quote
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:
- Mobile-first design — built for the screen most people check first
- No account wall — your customer doesn’t need to sign up for anything
- Clear totals — no need to scroll 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.
Make it easy for customers to say yes.
Start Your Free Pro TrialWhat Happens After Acceptance
The moment your customer clicks accept:
- A signed agreement PDF is generated automatically, containing the full quote plus an acceptance record with their drawn signature, name, email, IP address, and server-recorded timestamp
- You receive an email with the signed PDF attached and a direct download link
- Your customer receives a confirmation email with the signed PDF attached for their records
- The badge on your Saved Quotes page updates from “Awaiting signature” 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.
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:
- The customer’s drawn signature
- Their typed full name
- A server-recorded timestamp (not set by the customer’s device)
- Their email address
- Their IP address
- The exact quote they accepted, preserved in full
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
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.
No. They click the link, review, sign, and submit. No account creation, no app download, no login.
Yes. The page is designed mobile-first. They draw their signature with their finger, exactly as they would on a delivery receipt.
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
- Digital Signatures for Contractor Quotes
- Send a Quote for Signature
- Quote Approval Software
- How to Send a Quote for Digital Signature
- Digital Signatures for Builders and Trades
Faster approvals. Clearer records.
Try TailoredQuote free for 14 days. No card needed.
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