Why can't my customer Accept or Decline my quote?

Topic

Sent a customer a quote via email or text, and they don't have the option to accept or decline?

There's a few things it could be! 

Quotes Need to be in the Approved Status

The first thing to check, your Quote must be in an Approved status, in the Awaiting Acceptance tab.



If the Quote is in a Draft, Expired, Accepted or Cancelled status, your customer will not be able to click Accept or Decline options on the quote link.

If the Quote is in a Draft state:

1. Navigate to the Quotes page.
2. Search for and select the Draft Quote.
3. Select Approve.
   
   
    
4. Email the quote to your customer to Accept or Decline.

If the Quote has an Expired, Accepted or Cancelled status:

1. Navigate to the Quotes page.
2. Search for and select the Quote.
3. Select Options.
4. Select Reset to Draft.
   
   

Note: If you are resetting a quote to draft, and making any changes to the Quote Description or Line Items before sending an updated Quote to the customer. We would recommend Revising the Quote instead of updating the original. 

By revising a quote, you will still have the original quote if you ever need to refer back to it. 

The Settings to Allow Customers to Accept Must be Enabled

1. Navigate to the Settings page.
2. Select Quotes.

3. Ensure Allow customers to accept quotes online is enabled.
   
   

   Note: you can also enable/disable the option to decline quotes on the customer separately using the Allow customers to decline quotes online toggle.

How Can I Check if the Option to Accept is Showing for my Customer?

You can also check out what the sent Quote email looks like in the Activity Log. Just click on the blue link in the Quote email sent line to view the email sent to your customer. 

Additional Information

See here for more info on Quotes: Create a Quote