Quote Approval Software for Contractors

Stop chasing approvals by phone and WhatsApp. TailoredQuote gives you a connected workflow from quote to signed agreement — all in one place.

The Quote Approval Problem

You spend time writing a detailed quote, send it as a PDF by email, and then … nothing. The customer says they’ll “have a look.” Days pass. You chase by phone. They say they’re “still thinking.” Eventually you get a text saying “yeah go ahead” — which is barely evidence of anything if there’s a dispute later.

Most contractors don’t have a quote approval process. They have a quote hoping process.

A Connected Approval Workflow

TailoredQuote connects the entire journey: create the quote, send it for digital signature, track whether it’s been signed, and download the signed agreement PDF. No separate tools, no extra logins, no document prep.

• Create — build and price the quote using AI or manual entry
• Send — one click sends a professional branded email with a secure approval link
• Track — real-time status badges show “Awaiting signature” or “Signed”
• Chase — resend the link with one click if the customer hasn’t responded
• Store — signed agreement PDFs saved securely and downloadable any time

Why Contractors Need This

Generic e-signature platforms were built for office documents and HR contracts. They require you to upload a PDF, drag signature fields into position, set up a signing flow, and manage yet another subscription. That’s fine for a law firm — it’s needless friction for a builder who just wants the customer to approve a kitchen quote.

TailoredQuote’s send-for-signature workflow is built specifically for contractor quotes. There’s no document prep, no signature field placement, and no learning curve. You tick a box when creating the quote, and the rest is handled automatically.

What Your Customer Experiences

Your customer receives a clear, branded email showing the quote total. They tap one link, see a summary of the job and price, draw their signature with a finger, and accept. No account, no app, no login. The acceptance experience is designed for people who are busy and not particularly tech-savvy — exactly like most homeowners.

Clear Records, Less Risk

Every acceptance creates a signed PDF containing the customer’s drawn signature, typed name, email, IP address, and a server-recorded timestamp. That’s a stronger evidence chain than a WhatsApp message or a verbal “go ahead.”

All signed agreements are stored on your Signed Agreements page, downloadable any time. No digging through emails to find who approved what.

Included on Every Plan

Quote approval with digital signatures is included on every TailoredQuote plan — Essentials (£35/month) and Pro (£68/month). Compare plans.

Frequently Asked Questions

Without a clear approval process, quotes get lost in email threads, approval is vague, and there’s no clear record of when the customer agreed. Quote approval software gives you a structured way to send, track, and record customer acceptance.

Generic e-signature platforms require you to upload a document, place signature fields, and manage a separate system. TailoredQuote’s approval workflow is built directly into your quoting tool — one click to send, automatic status tracking, and signed agreements stored alongside your quotes.

Yes. Your Saved Quotes page shows real-time status badges: “Awaiting signature” (yellow) or “Signed” (green). You can also resend the approval link with one click.

Related

• Digital Signatures for Contractor Quotes
• Send a Quote for Signature
• Online Quote Acceptance
• How Builders Get Quotes Approved Faster
• Plans and Pricing