Customers & sharing
How does a customer approve a quote?
At the bottom of the quote in the client portal there's a clear button the customer uses to accept the quote. After a click, the customer confirms that they agree with the quote as it stands. The date and time of the approval are recorded.
Once the customer has approved, the status of the quote in your dashboard changes to "Approved". You can also set up a notification so you get an email right away when a quote is approved. That way you never miss an approval, even if you're not looking at the tool at that moment.
An online approval through the tool carries the same business value as an approval by email: it's a written confirmation from the customer that they agree with the quote. If you want more formal certainty, you can also ask for a signature outside the tool.
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