Customer quote approval
After you send a quote, the customer reviews it on the public Quote Review page. They can approve it, reject it, or pay first if you required up-front payment. This is not the office Quote {number} - View page.
The customer uses the link in your quote email. You can also copy it: on the Quotes list, click Options, then Copy Customer Portal Link. Or open Quote {number} - View and click Copy Link under Customer Review Link. The page title is Quote Review.
Approve without up-front payment
- Review the quote.
- Check I have read and agree to the Terms and Conditions. Use Show Terms or Hide Terms if they need the full text.
- Click Approve Quote.
If the quote has hauls, Tracking Portal is available after approval. The Quote Approved banner can include Track Your Service.
Approve and pay
When Require Up-Front Payment is on, the page shows Up-front Payment Required and Payment is required in advance.
- Review the quote. Check the terms.
- Click Approve Quote & Pay.
Hauler creates a payment link and sends them to hosted checkout. The customer does not pay on Quote Review itself. See Require up-front payment on a quote.
Reject or expired
On Quote Review, click Reject Quote. Enter a Reason for Rejection if you want one, then click Reject Quote. The page shows Quote Rejected.
If the quote is past its date, they see Quote Expired. They can use Contact. They cannot approve an expired quote.
If Automatically Create Haul when Quote is Approved is on, Hauler creates the haul. Tracking Portal tracks the haul, not the quote. Office Approve Quote and Reject Quote on Quote {number} - View are for your team.