Acceptance Process

Overview: The Client Experience

When you share a public link with your client, they receive a professional, branded view of your quote that doesn’t require any WordPress login or account creation.

The Client Journey

1. Client receives link (email, message, etc.)
   ↓
2. Clicks link → Opens in browser
   ↓
3. Views complete offer details
   - Company branding
   - Pricing table
   - Technical specifications
   - Image gallery
   - Terms & conditions
   ↓
4. Reviews everything
   ↓
5. Decides to accept
   ↓
6. Fills out acceptance form
   - First name
   - Last name
   - Optional comment (Premium)
   ↓
7. Clicks "Accept Offer" button
   ↓
8. Confirmation message appears
   ↓
9. You receive email notification
   ↓
10. Offer status updates in your admin

Key Features for Clients

✅ No login required – Simple,frictionless experience
✅ Mobile-friendly – Responsive design for all devices
✅ Professional appearance – Your branding throughout
✅ Complete information – All offer details visible
✅ One-click acceptance – Simple, fast process
✅ Downloadable PDF (Premium) – Save for their records

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What Clients See

Page Structure

When clients open your public link (yoursite.com/offer/abc123/), they see:

┌─────────────────────────────────────────────┐
│  HEADER                                     │
│  ├─ Your Company Logo                       │
│  ├─ Company Name & Tagline                  │
│  └─ Offer Title                             │
├─────────────────────────────────────────────┤
│  INFO BAR                                   │
│  ├─ Offer Date                              │
│  ├─ Offer Number                            │
│  └─ Validity Period                         │
├─────────────────────────────────────────────┤
│  CUSTOMER INFORMATION                       │
│  └─ Name, Address (their details)           │
├─────────────────────────────────────────────┤
│  OFFER DESCRIPTION                          │
│  └─ Introductory text                       │
├─────────────────────────────────────────────┤
│  TECHNICAL SECTIONS (if any)                │
│  └─ Specifications, details                 │
├─────────────────────────────────────────────┤
│  PRICE OVERVIEW TABLE                       │
│  ├─ Items with quantities                   │
│  ├─ Net prices, VAT, Gross prices           │
│  └─ TOTAL (highlighted)                     │
├─────────────────────────────────────────────┤
│  PAYMENT TERMS                              │
│  DELIVERY TIME                              │
│  WARRANTY                                   │
│  NOTES                                      │
├─────────────────────────────────────────────┤
│  IMAGE GALLERY (if photos added)            │
│  └─ Product images in grid layout           │
├─────────────────────────────────────────────┤
│  ACCEPTANCE BOX                             │
│  ├─ "Accept This Offer" button              │
│  └─ Form fields (appears on click)          │
├─────────────────────────────────────────────┤
│  FOOTER                                     │
│  └─ Company contact information             │
└─────────────────────────────────────────────┘

Visual Design

Color scheme:

• Primary color: Your brand color (from Branding settings)
• Accent color: Green gradient for acceptance box
• Background: Clean white for readability

Typography:

• Professional fonts (system fonts for fast loading)
• Clear hierarchy (large titles, readable body text)
• Responsive sizing (adapts to mobile screens)

Branding elements:

• Logo: Displays at top (light or dark version based on template)
• Company name: Prominent display
• Footer tagline: Your custom footer text
• Colors: Match your brand settings

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Acceptance Process

Step-by-Step: How Clients Accept

1. Client scrolls to bottom of offer page

• Green acceptance box is clearly visible
• Text reads: “Accept This Offer”
• Description: “By clicking the button below, you accept this offer and its terms”

2. Client clicks “Accept Offer” button

• Basic version: Browser prompt appears (simple, lightweight)
• Premium version: Inline form appears (professional, integrated)

3. Client provides information

Basic Version (Browser Prompts):

┌──────────────────────────────┐
│ Enter your first name:       │
│ [__________________]         │
│        [OK] [Cancel]         │
└──────────────────────────────┘

┌──────────────────────────────┐
│ Enter your last name:        │
│ [__________________]         │
│        [OK] [Cancel]         │
└──────────────────────────────┘

Premium Version (Inline Form):

┌──────────────────────────────────────┐
│ Accept This Offer                    │
├──────────────────────────────────────┤
│ First Name: [______________]         │
│ Last Name:  [______________]         │
│                                      │
│ Comment (optional):                  │
│ ┌────────────────────────────────┐  │
│ │ You can add a comment or       │  │
│ │ special request here...        │  │
│ └────────────────────────────────┘  │
│ Maximum 500 characters               │
│                                      │
│      [✅ Accept Offer]               │
└──────────────────────────────────────┘

4. System validates input

• Required: First name + Last name
• Optional: Comment (Premium only, max 500 chars)
• Error: Shows message if fields are empty

5. Server processes acceptance

• Validates token (checks if offer exists and is still valid)
• Checks if already accepted (prevents duplicate acceptances)
• Captures client metadata:
  • IP address
  • Geolocation (city, country)
  • User-Agent (device, browser)
  • Timestamp
• Saves to database
• Sends email notification to you

6. Client sees confirmation

• Success message: “Thank you! Offer accepted successfully.”
• Page reloads automatically
• Green box now shows: “✔ Offer Accepted”
• Date displayed: “This offer has been accepted on [date]”
• Download button (Premium): PDF download available