Accept a Quote

Topic

Your customers can accept, decline and comment on quotes from a trackable link. To do this, they simply need to open the link within the email sent to them from Tradify on behalf of your business. 

Note: If your quote email includes CC or BCC recipients, each recipient will receive the same acceptance link. This means any of them can accept the quote on behalf of the customer.

How your Customer Accepts Quotes

Accept Quotes on your Customers Behalf On Web

Note: This option is only recommended either if the customer has provided a written acceptance of the quote.

1. Navigate to the Quotes Page.
2. Select the Awaiting Acceptance tab.
3. Search for and select the Quote you want to accept for you customer.
4. Select Accept.
5. Select Yes.

Note: If you haven't already created a Job for your quote, Tradify will raise a prompt once the quote has been accepted. You can either have Tradify create the job for you or leave it as is. For the purpose of this video, we have selected "no" when asked this question.

Accept Quotes on your Customers Behalf On Mobile

Note: This option is only recommended either if the customer is signing off the acceptance or have provided a written acceptance of the quote.

1. Navigate to the Sales page.
2. Select Awaiting Acceptance under the Quotes section.
3. Search for and select the quote you want to accept on your customers behalf.
4. Select Response.
5. Select Accept.
6. Select Yes.
7. Choose whether you would like the customer to sign on the Quote.
8. (Optional) Selecting Yes will take you to a screen where your customer can sign on the screen, once they have added their name and signature, select Done. (More info on there here: Getting Quote Signatures on Tradify Mobile).

Note: If you haven't already created a Job for your quote, Tradify will raise a prompt once the quote has been accepted. You can either have Tradify create the job for you or leave it as is. For the purpose of this video, we have selected "no" when asked this question.

Modify Approved & Sent Quotes

If the customer requires amendments on the quote before accepting, please use the Revise function. This creates a copy of the quote, while maintaining the original as a canceled quote for your reference. See below for how to revise a quote:

• Revise a Quote

Additional Information

For more info on quotes, see here: Create a Job from a Quote