Quote acceptance portal
A page customers accept and sign from online.
Replaces emailing a PDF and hoping. Customers approve and pay in one tap, and the business looks considerably bigger than it is.
A customer experience that looks like a much bigger company.
Branded quote acceptance, invoice payment and review pages, a homeowner account showing every job and certificate, and a public trade profile page that wins the enquiry.
Customers pay and approve in one tap, and tell their neighbours about it.
- A branded page where the customer reads, accepts or declines the quote
- Digital signature and optional deposit payment in the same flow
- No login, no app, no PDF attachment to find
- You see when it was opened and when it was decided
Step 03 of the job: accepted
One tap on the quote link accepts it with a digital signature and pays the deposit by card or Apple Pay. The quote becomes a job, the job goes on the calendar, and the engineer is notified.
Quote acceptance portal is one part of that step. The rest of the job — quoting, scheduling, certificates, invoicing and payment — runs in the same system, on the same record. See the whole job →
What does quote acceptance portal replace?
For most trade businesses, emailing a PDF and hoping. Customers approve and pay in one tap, and the business looks considerably bigger than it is.
Does quote acceptance portal work on a phone, and offline?
Yes. The mobile app is offline-first: records created on site are stored on the device and synced automatically, in order, when signal returns. Lofts, plant rooms and rural sites were the design brief.
Which plan is it on?
Every paid plan. Quote acceptance portal is included for unlimited users at no extra cost — the monthly, annual and lifetime plans differ only in how you pay.
How long does it take to start using?
Minutes. Start a 14-day free trial with no card, pick your trades at sign-up, and quote acceptance portal is switched on with your trade's templates already in place.
Put quote acceptance portal to work.
Full platform, 14 days free, no card needed. Set up in an afternoon, import your customers in a few clicks, and send your first quote today.
Founding members: first 100 businesses get 50% off every paid plan, for as long as they stay subscribed.