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Quote Acceptance

When you share a quote link, the customer sees a branded web page where they can review your quote and respond — no app install needed.

What the customer sees

  • Your business logo and branding
  • A summary of each quote option with pricing
  • Equipment specifications
  • Terms and conditions
  • Approve and Decline buttons

If you've included multiple options, the customer selects which one they want before approving.

The flow

  1. You generate a quote in Sortinal
  2. Tap Share Link to get the acceptance URL
  3. Send it to the customer (by email, SMS, or message)
  4. The customer opens the link on any device — phone, tablet, or computer
  5. They review and tap Approve or Decline
  6. You get notified in-app

After approval

Once a customer approves:

  • The quote status updates automatically
  • The job moves to "Approved"
  • You can convert the quote to an invoice with one tap
  • The approved option is locked — no accidental changes

After decline

If the customer declines, they can optionally leave a reason. You can revise and re-send a new quote.

Tips

  • Send the link within hours of the site visit — speed closes deals
  • Make sure your business logo is uploaded in Settings so the page looks professional
  • Follow up by phone if they haven't responded in 48 hours