What your customer sees

Your link opens a page made for your customer, with your logo at the top. They don’t need an account or an app.

Read and download

The page shows the quote as printed, with any notices the law asks for. Download PDF saves a copy.

Accept and sign

At the bottom, Accept this quote:

1. They tick any notice that asks for their signature or initials.
2. They agree to receive the documents electronically. In the US, they first open a test PDF to show they can read it.
3. They enter their email and full name.
4. They tap Tap to sign and draw their signature, or leave it blank: their typed name is their signature.
5. They tap Accept and sign.

Both of you get a signed copy by email, and the quote shows Accepted in your app.

Where the customer has a right to cancel, as in the UK and Ireland, the page says so and the button reads Order with obligation to pay. They can also tick a box to ask you to start before the cancellation period ends. See The right to cancel.

Pay

If you take card payments with Stripe and the quote has a deposit, the deposit invoice appears on the same page after they sign, with a Pay button. The money goes straight to your Stripe account. See How customers pay by card.

Cancel

In the UK and Ireland, where the law gives a right to cancel, the page has a Cancel contract here button until the period ends. You’re both emailed, and the quote shows Cancelled.

Quebec: French or English

For a job in Quebec the page opens in French, as the law requires. The customer can ask for the English version; their choice is recorded and remembered for their next documents. See Jobs in Quebec.

While you revise

If you revise the quote, the page says you’re updating it, and the customer can’t accept until you send the new version.