Send a quote they can say yes to from their phone

Make the quote answerable

Start from your own quote or estimate PDF, or from the library's quote acceptance form for a single price, or the estimate acceptance form for up to three options with add-ons. Then give the customer something to do on it:

• Prices as text boxes. Your quote number, line items and total print as fixed wording. The customer reads them; they can't edit them.
• Options they can tick. A checkbox per option or add-on, in a checkbox group set so they must pick at least one.
• A total that moves. A calculated field can add the base price to each add-on they tick, because a ticked checkbox counts as 1 in a formula. They see the new total before they sign.
• Details only when needed. Show When rules keep the gate code or the color choice hidden until the option that needs it is ticked.
• A yes that fits the moment. A signature field, or an Approve field: one tap, a confirmation, and Approved by with their name and the time printed on the quote.

Two ways to get the yes

1. 1

   Start from the template on your phone

   In the iPhone app, Send for signature, then Use a template. On Android or a computer, the same flow runs in the browser.

2. 2

   Fill in this customer's quote

   Their name and email, the line items and the total. Set an expiry that matches how long the price holds.

3. 3

   Send, then hand over or text

   Standing in the kitchen? Choose Sign in person. Already gone? In the app, Share next to their name opens the share sheet with the link and a short message already written; pick Messages.

Your quotes as a pipeline

Every quote from the same template lands in its Responses table, and the status filter reads like a sales report: Waiting is open quotes, Completed is won work, Declined is lost work, with the customer's reason on each envelope, and Expired is quotes that went stale. The options they ticked are columns, so you can see which package sells. Paid plans include it.

A decline isn't the end. The reason they give, too expensive or wrong timing, tells you what to change. Send a revised quote as a new envelope, and the record keeps both versions.

After they accept

• Countersign if your quote needs it. Put your company's role after the customer's, so the quote completes on your signature and both sides get the sealed PDF.
• Take the deposit your usual way. SignMaster doesn't collect payments; put your payment instructions in the quote.
• Mind the cooling-off rule. Under the FTC's rule, a sale of $25 or more made at the buyer's home can generally be cancelled until midnight of the third business day, and you must give notice of that right. The library's notice of cancellation can travel in the same envelope.