What your customer sees when you send a quote
From the moment you click "Send for signature" to the moment you both have a signed agreement in your inbox — here's exactly what your customer sees, taps, and signs.
1. The email arrives
Your customer gets an email from [email protected] with your business name as the sender label. The subject is "Please review and accept your quote from {your business name}".
Inside the email:
- A short personalised greeting
- A line summarising the quote ("Quote reference Q-20260415-A8K3M for £8,450")
- The full quote PDF as an attachment (so they can download or forward to their partner)
- One clear button: Review & Accept
2. They tap the button
Tapping opens a public acceptance page on tailoredquote.co.uk/accept.html?token=.... The page works on any device — phone, tablet, desktop. No login, no app, no account creation.
3. They see the quote
The acceptance page shows:
- Your business name and logo (if set)
- The 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 before signing)
4. They scroll down to sign
Below the quote, the signature section:
- Signature pad — a 200px-tall canvas where they draw with a finger (mobile) or mouse (desktop). Multi-touch is rejected so accidental pinches don't draw scribbles. They can tap "Clear" and redraw any number of times.
- Name field — they type their full name as it should appear on the signed agreement
- Two consent checkboxes:
- "I accept this quote and agree to the work as described"
- "I consent to electronic signing"
- "I accept" button — disabled until name + signature + both checkboxes are present
5. They tap accept
The page submits to the server. Server-side, we capture:
- Their typed name and email
- The drawn signature as a PNG
- Their IP address (server-recorded, not browser-controlled)
- Server UTC timestamp
- Browser, OS, device type, screen size, language, timezone
- The e-consent timestamp and the legal text version they accepted
- The full event timeline (link sent → opened → quote viewed → signature started → accepted)
6. Both parties get a confirmation email
Within seconds:
- Your customer receives "Quote accepted — your signed agreement from {your business name}" with two PDFs attached: the original quote and the new Acceptance Certificate.
- You receive "Quote {REF} accepted — signed agreement ready" with the same two PDFs plus a link to your Signed Agreements page.
The quote's status on your Saved Quotes page flips to "Signed".
7. They have a clean record
The customer now has, in their inbox:
- The original signature request email with the quote PDF
- The acceptance confirmation with the original quote + Acceptance Certificate
If anyone questions what was agreed, the trail is unambiguous.
What if the link expires?
Acceptance links use 256-bit random tokens that expire after 14 days. If the customer doesn't act in time, the link returns a clear "link expired" message. They can ask you to resend — click "Resend Link" on your Saved Quotes page and a fresh link is issued.
Frequently asked questions
No — click, sign, accept. No account, no app, no login.
From [email protected] with your business name as sender label. Reply-to is your business email.
Yes — the email has the full quote PDF attached.
Both parties get a confirmation email with two PDFs attached (original quote + Acceptance Certificate).
Related
Last reviewed: April 2026
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