Online quote approval

Let customers accept a quote online, without an account

Your quote arrives as a secure link to a mobile-friendly page. From that page a customer can accept, decline, ask a question, request changes or ask to be reminded later, and everything they do lands back on the quote.

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The hardest part of getting a yes is often the part after the customer has decided. A quote attached as a PDF asks somebody to find the email again, write a reply, and say something. Every one of those steps is a place where a decided job goes quiet.

QuoteGlide sends a link instead. The page opens on a phone without an account or a password, shows the quote as a proper document, and puts the responses on the same screen as the price.

What a customer can do from the page

Five responses, all of them one tap away:

Accept, by typing their name to confirm. The typed confirmation is stored with the time of acceptance.
Decline, which closes the loop politely and stops the reminders.
Ask a question, which reaches your reply-to inbox and pauses further reminders.
Request changes, which marks the quote as needing your attention.
Ask to be reminded later, which moves the follow-up to the date they chose.

It looks like your business

Quotes carry your business name, and on paid plans your logo and colours. On the Business plan, quote pages and sending can run on your own domain, so the document your customer reads is yours end to end.

A finished QuoteGlide quote for lawn maintenance and cleanup, showing line items and a total, lying on freshly cut grass — A finished quote. Your customer reads the same document online, with the response buttons under it.

A worked example

What one customer did with a quote, and what the business saw.

Spoken or typed notes

Quote for a garden clearance sent on Thursday afternoon. The customer opens it on a phone that evening.

The draft that comes back

Customer opens the secure link: No account needed
Reads the quote on a phone: Status: Viewed
Taps Ask a question about access: Reminders paused
Business replies from the quote: Answer emailed
Customer types their name to accept: Status: Accepted
Acceptance record: Name and time stored

No attachment to find, no reply to compose, and no account to create. The exchange stays on the quote, which is where you will look for it later.

Accepting is a decision, not a payment

Accepting a quote records your customer's decision and the time they made it. It does not take their money. No payment runs through QuoteGlide, and invoicing stays wherever you do it today.

Questions people ask

Short, factual answers about what this does and where it stops.

Can customers accept a quote online?

Yes. The quote page carries the accept action, and a customer accepts by typing their name to confirm. The confirmation is stored with the time, and the quote flips to Accepted on your side immediately.

Does the customer need an account?

No. Your customer opens a secure link and can accept, decline, ask a question or request changes from that page. There is no account, no password and nothing to install.

What else can a customer do besides accept?

Decline, ask a question, request changes, or ask to be reminded later. Any of those stops the automatic reminders and tells you whose turn it is.

Can a customer pay through QuoteGlide?

No. Accepting records the decision only. No payment runs through QuoteGlide, and it does not replace your invoicing or accounting.

Where to go next

Quote view trackingEvery open and response from this page, on the quote's timeline.Automatic quote follow-upThe reminders that run until one of these responses arrives.AI quote composerDraft the quote from spoken or typed job notes.Documentation: what your customer seesThe quote page in detail, including accepting and declining.Documentation: replying and revisingAnswering a question and sending a revised version.

See how the AI quote composer works