Get quotations accepted in writing

Send a quote, get a clear acceptance before you start the work, and keep proof of what the customer agreed to.

Send a quotationNo account needed for approvers
1

Upload the quote

Attach your quotation PDF with an optional reference number.

2

Send for acceptance

The customer reviews scope, price and timeline and accepts — or requests changes.

3

Keep the record

You get a dated acceptance record tied to the exact quote version.

Typical review checklist

  • Scope reviewed
  • Price reviewed
  • Timeline reviewed

Get the YES before you start.