What your customer sees for a quote

When you send a quote, your customer receives an email with the button View quote online. That link is personal and not guessable — your customer doesn't need to log in anywhere. The page uses your company's colours and logo.

What the customer sees

• Your logo, the quote number and the status (Open, Approved, Rejected or Expired).
• The full quote document with all lines, possibly in sections with a subtotal, and the total amount.
• A link to download the quote as a PDF.
• Your email address and phone number under Questions about this quote?.

Choosing options

If the quote contains optional lines, the customer sees them at the bottom under Optional — tick what you want to add. When they tick one, the total updates straight away. Whatever they tick is part of their acceptance.

Accepting digitally

As long as the quote is open, the customer sees the Accept digitally card:

1. The customer fills in Your full name and Your email address. That's where they receive the confirmation.
2. They put their Signature in the box, with a finger or the mouse. If you've made the signature optional in the quote settings, they can skip this.
3. They tick that they're authorised and accept the quote.
4. If you've uploaded your own terms and conditions, they also tick that they've read them. The document opens via the link in that sentence.
5. They click Accept quote.

On acceptance we record their name, signature, the time and their IP address, together with a copy of the quote as they saw it. If the quote was changed while the customer had the page open, the page first asks them to look at the new version.

After acceptance

The customer sees a congratulation with confetti in your company's colours, and an overview of who accepted, when, with the signature and the terms and conditions. They receive a confirmation email with the button View your acceptance, where they can also find the accepted quote as a PDF.

You get a notification, the status jumps to Approved and — if Projects is enabled — a project is created automatically.

The deposit

If the quote includes a deposit, the customer already sees that amount before accepting, under Deposit after acceptance. After accepting, they click Pay deposit and pay via Mollie. The money goes directly into your company's Mollie account; 4planning receives nothing. As soon as they've paid, you get a notification. If the payment fails, they can try again on the same page.

Without a connected Mollie account, quotes don't ask for a deposit.

Rejecting

The customer can also choose I want to reject the quote. A text field for a reason (optional) appears, and after Confirm rejection the status jumps to Rejected. You get a notification in this case too.

Once the quote is approved or rejected, the customer can't respond again via the same link.

An expired quote

If the Valid until date has passed, the customer sees a notice that the quote has expired, asking them to get in touch for an updated quote. Accepting is no longer possible.

Frequently asked questions

• Does my customer need to create an account to respond? No, the link in the email is enough.
• Can I see for myself what the quote looks like for the customer? Yes, in the quote editor choose View customer view under More. If you're logged in as an administrator, you also see the button Test the celebration there to watch the confetti.
• Could my customer accidentally accept the quote twice? No, once it's approved or rejected, the action is complete.
• What happens if I edit the quote after sending it? The link stays the same; the customer always sees the most up-to-date version.