How your client accepts or rejects a quote
Your client opens the link in your e-mail and clicks Accept offer or Reject offer. When they accept, you and your team get an e-mail. After the expiration date, they can't answer online.
- Software
- Accounting
- Who can do this
- Business owner, Member
- Updated
What your client sees
Your client opens the link from your e-mail. They don’t need an account. The page shows:
- your logo and your workspace’s name,
- the quote, in the language you chose,
- Download, to save the quote as a PDF file,
- Accept offer and Reject offer,
- a language list, to read the page in another language.
When your client answers
- Accept offer: the quote becomes Accepted. The Business owner and every Member of your workspace get an e-mail with a link to the quote.
- Reject offer: the quote becomes Rejected. Nobody gets an e-mail.
Your client answers once. The page then shows Already accepted or Quote rejected.
When the quote has expired
After the Expiration date, the buttons are gone and the page says: This quote has expired. Your client can still read and download the quote.
To give your client more time, open the quote, change the Expiration date and save. The buttons come back.
Common questions
My client accepted by phone. What do I do?
Mark the quote as accepted yourself. See Change the status of a quote.
Can my client change their answer?
Not online. If they change their mind, change the status yourself.
The quote is accepted. What next?
Turn it into an invoice. See Turn a quote into an invoice.