Quotes·Updated Aug 2026

Online Quote Acceptance

Clients view and accept quotes online, and you know the moment they do

Every quote you email includes a secure link where the client can view and accept it online: no printing, no scanning, no "I'll get back to you". They see a clean, branded version of your quote with an Accept button, and can accept or decline in one tap, from any device, without creating an account.

Knowing where a quote stands

The quote's activity feed shows when the client viewed it, and you're notified the moment they accept or decline: in the app, by email or by push notification, depending on your notification settings.

Open the quote to read its activity feed: viewed, accepted or declined, each with a timestamp. Once it's accepted, the quote can be turned straight into a work order, an invoice or a list of tasks: see After a Quote is Accepted.

Quote activity feed on the web
Viewed and accepted events, timestamped

Open the quote to see the same activity feed on your phone, so you know a quote's landed while you're still on site.

Quote activity feed in the mobile app
Acceptance notifications, wherever you are

Make it easy to say yes

One tap to accept, no account required; that's one fewer reason to stall.