Quote Acceptance Documentation

1. Navigate to Quotes in the main menu
2. Click "New Quote" button
3. Select or create the customer
   • Add customer name, email, phone
   • Add service address
   • Add billing address if different
   • Save customer for future quotes
4. Add line items for services
   • Select from your service catalog
   • Or add custom line items
   • Adjust quantities and pricing

1. Click the Details tab
2. Add any important notes or special instructions
3. Set an expiration date (recommended: 7-14 days)
4. Optional extras:
   • Add a deposit requirement
   • Include your terms and conditions
   • Add photos or attachments

Click Preview to see exactly what your customer will see. Check for:

• Correct pricing and line items
• Professional appearance with your branding
• Clear description of services
• Valid expiration date

1. Click Send Quote
2. Choose delivery method:
   • Email (recommended) - Customer gets a clickable link
   • SMS - Short link sent via text message
   • Copy Link - Share manually via any channel
   • Print - Physical copy with QR code to accept online
3. Add a personal message (optional)
4. Click Send
5. Quote status updates to "Sent"

1. Email arrives with your business name and clear subject
2. Customer clicks "View Quote" button
3. Professional quote page opens (works on any device)
4. They see your logo, company info, and branding
5. Clear breakdown of services and pricing
6. Big green "Accept Quote" button
7. Customer signs with finger or mouse
8. Confirmation appears immediately

80% of quotes are viewed on mobile devices. Sergio quote pages are:

• Fully responsive on any screen size
• Touch-optimized for easy signing
• Fast loading (under 2 seconds)
• No app download required

Track all quotes from the Quotes page. Status indicators show:

• Draft - Not yet sent to customer
• Sent - Delivered, waiting for response
• Viewed - Customer has opened the quote
• Accepted - Customer signed and approved
• Declined - Customer rejected the quote
• Expired - Past expiration date without response

Get notified of quote activity:

1. Go to Settings > Notifications
2. Enable quote notifications:
   • Quote Viewed - Know when customers are interested
   • Quote Accepted - Celebrate and schedule the job
   • Quote Declined - Follow up with questions
3. Choose email, push, or both

For accepted quotes, you can see:

1. Click on any accepted quote
2. Scroll to "Acceptance Details":
   • Digital signature image
   • IP address of signer
   • Timestamp of acceptance
   • Device and browser used
3. Download signed PDF for your records
4. This information is legally binding proof of agreement

Every quote acceptance captures:

• Full signature image - Customer's digital signature
• Timestamp - Exact date and time of acceptance
• IP address - Network location for verification
• User agent - Browser and device information

Quote links use secure, unique tokens:

• Unique token - Each quote has a unique, unguessable URL
• No login required - Customers don't need an account
• Expiration - Links become inactive after quote expires
• One-time acceptance - Can't be re-accepted once signed

Full history of all quote activities:

• Quote created timestamp
• Each time quote was sent
• Each time quote was viewed
• Acceptance or decline timestamp
• Any edits or revisions made

Based on data from thousands of quotes, here's the optimal follow-up schedule:

1. Day 1: Quote sent - wait for customer to review
2. Day 2: If viewed but not accepted - send a friendly check-in
3. Day 4: If not viewed - resend with different subject line
4. Day 6: Phone call follow-up
5. Day 8: Final reminder before expiration

• Standard residential: 7-14 days
• Commercial projects: 14-30 days
• Seasonal services: Shorter (3-7 days) during busy season
• Large projects: Longer (30+ days) for budget approval

Consider requiring deposits for:

• Large projects over $1,000
• New customers with no history
• Projects requiring material purchases
• Seasonal or holiday scheduling

Make your quotes stand out:

• Use clear, descriptive line items
• Include before/after photos from similar jobs
• Add your logo and brand colors in settings
• Include testimonials in your terms section