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QuoteAccept
Customers Accept Quotes
Anywhere, Anytime!

QuoteAccept ensures you get your quotes accepted as soon as possible.
Using their phone, tablet or computer, your customers can view and instantly accept your
quotes wherever they are at any time.

Share Quotes Faster
Win More Business. Simple.

The faster you can get a Quote to a customer, the more likely you are to win the business.Now you can use Email, SMS or QR codes to share your Quote instantly and enable your clients to Accept with a simple click!

Step 1

Share the Quote

Quote Accepted instantly!
QuoteAccept enables you to share Quotes with your customer instantly using:

  • QR Code
  • SMS Message
  • Email
  • Client Portal*
  • Fast, Efficient and Secure.

Step 2

Customer Accepts Quote

Your customers can instantly view and accept your Quotes on the spot.

Quotes can be viewed on computer or mobile devices so easily anytime, anywhere with the option to add a Purchase Order number.

No more printing, signing, scanning and delays. Quote Accept gets your Quotes accepted faster.

Step 3

Everything Updated

  • Your customers automatically receive a confirmation message
  • You can receive an Accepted alert by email or SMS
  • Your Quote status is auto-updated to “Accepted”
  • With just a click you can then convert the Quote to an Invoice or Job
  • With the Client Portal add-on, your customers can view or accept their Quotes & Invoices at any time that suits them, saving you even more time!

QR Codes

The Safe Quote Link

With QuoteAccept enabled QR codes can be automatically added to your Quote PDFs. So, in addition to the Accept link, your customers can also scan the QR code on their PDF Quote to accept the Quote instantly.

Quote with QR Code

Client Portal

QuoteAccept also available In the Client Portal

No more “lost in the mail”, “spam folders” or “wrong email details”!
With the Client Portal add-on, your customers can view and accept your Quotes (or pay your Invoices) instantly at any time of the day or night.

See when Quotes are viewed and get alerted when they are Accepted.Fast, simple and safe.

Frequently Asked Questions

Is QuoteAccept available to use?

Not yet, but it is coming really soon!

What is QuoteAccept?

QuoteAccept enables your customers to instantly and easily accept your Quotes online. By viewing the Quote in a dedicated online page, your customer can very easily click to accept. No more waiting for emails, printing, signing and scanning. They just click on the link or scan the QR code, view the Quote and accept it there and then on their computer or mobile device.

What are the Benefits of QuoteAccept?

Not yet, but it is coming really soon!

Is QuoteAccept available to use?

QuoteAccept makes it as easy as possible for your customers to receive and accept your Quote instantly. So now you can create the Quote, send the Quote by email, sms or with a dedicated QR Code and your customer can accept within seconds. The process is super fast and provides an efficient, professional experience for your customers. Everything including the thank you response can be completely automated.

Do I have to pay extra for the QuoteAccept add-on?

No, the QuoteAccept add-on is a free Formitize add-on available for all Formitize clients.

Do I have to pay extra for the QuoteAccept add-on?

Once QuoteAccept is Live, you will be able to activate it through your account Settings.

Can my customers accept my Quotes online?

Absolutely, the Instant Quote option and is loved by customers for its ease of use. The faster you can get a Quote to a client, the more likely you are to win the business and the easier you make it for your clients to accept, the more successful and professional the whole experience will be.

Can I send a Quote link by Email or SMS?

Yes, when you create a new Quote, a link to QuoteAccept is automatically generated along with a QR code. So your customers can either click on the link in the email or sms message, or they can scan the QR code to accept your Quote instantly.

Can I still send a PDF of the Quote?

Absolutely, you can still send your clients the PDF version of your Quote. With QuoteAccept, you can automatically add the QR code link to your Quote so the customer looking at the PDF can simply scan and accept. With AcceptNow, the client can also download a copy of the PDF if they choose. The choice is yours!

What do my customers see when I send them the Quote link?

You send the Quote link to your customer by email, SMS or QR code. Your customer opens the link and will be taken straight to the QuoteAccept page. The QuoteAccept page shows the both Quote itself and the Accept options. Your customer can check the Quote details and then accept instantly using the  Accept Now button.

Can I de-activate QuoteAccept if I don’t use it?

Yes, you will be able to de-activate QuoteAccept at any time through your account Settings. You will still be able to send PDF Quotes, you will just not be able to take instant Online Quote Acceptances through the platform.

Do I get notified when a Quote is Accepted?

Yes, your customer receives a “Thank you” notification that includes the Transaction ID, Quotation Amount Confirmation and Date with the ability to download the Quote PDF. You can also receive a notification as soon as an Invoice has been paid.

Is QuoteAccept available in the Client Portal?

Yes, Quote Accept will be available in the Client Portal. This will enable your Clients to see all of the Quotes you have sent them and the status of each. Your customers can Accept Quotes instantly by clicking the Accept Quote button. Please note that you need the Client Portal Add-on for this feature, find our more about the Client Portal here

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