Let customers accept and sign quotations online

Every quotation you send by email carries a private link. Your customer opens it, reads the quotation, and accepts it with their name and signature, or declines it with a reason. You don't have to chase a signed PDF.

Steps

1. Send the quotation. Open it and look under Online acceptance: it waits for the customer's answer. (See Create and send a quotation.)

   

2. The customer opens the link. The link is in the email. You can also copy Customer link and share it in a chat message. The customer sees the quotation with your company details and a box to accept it.

   

3. They type their name, sign and agree. They sign in the box with a mouse or a finger and tick the box to agree to the quotation and its terms.

   

4. They click Accept and sign. They see a thank-you message, and you get a notification.

   

5. The quotation becomes a sales order. Back in Owlvix, the quotation is confirmed as a sales order, with their name, the time and the signature saved under Online acceptance. Now you can invoice it.

   

Note If the customer clicks Decline instead, they give their name and a reason. The quotation shows it under Online acceptance, so you can follow up.

Good to know

• The link stops working for accepting once Valid until has passed, or when the quotation is cancelled.
• If you edit a quotation after sending it, send it again so the customer signs the latest version.