THE QUICK ANSWER
Review the complete quote, choose Send for approval, and copy the private link or open an email draft. The customer can approve, request changes or decline without creating an account.
Check the offer before sharing.
Read scope, exclusions, quantities, tax, total, validity and terms together. Set Request customer signature only if you need the customer to draw a signature; ordinary approval works without it.
The default approval statement identifies the quote number and version. A customer enters a name and explicitly confirms that statement. The name is self-reported, not proof of identity or authority.
Send a short, specific message.
Adapt this example: “Hello Sam, here is quote QUO-1042 for the kitchen sink repair we discussed. It lists the proposed work, exclusions and total. Please review it by the validity date and choose Approve quote or Request changes using this private link. Thank you, Example Service Co.”
Opening an email draft does not send it. Copying a link does not prove delivery. The owner history shows Link ready until there is evidence of customer interaction; merely loading the page is not a reviewed event.
Respond to the actual decision.
An approval produces an immutable approved PDF. If the optional signature was used, that copy also includes the captured signature. Both approval methods are complete decisions and can supply an invoice draft.
A change request leaves the price and scope untouched. Read the note, revise or deliberately reissue unchanged terms, and send the new version for a fresh decision. A declined or expired offer cannot be newly approved without reissue.
Keep follow-up separate from consent.
Keep the originating browser session to check the customer’s response. Download the quote and approved PDF for your records. There is no account, saved-document library or SMS notification.
For on-site review, use Approve here and hand the screen to the customer after checking the document. Drawing a signature remains optional.
Common questions
General product guidance, reviewed September 16, 2026. Enter the details and tax treatment that apply to your business. Read about storage and privacy.
