✅ DO:
- Test acceptance flow before sending to real clients
- Check email notifications work properly
- Set notification email to team/shared mailbox
- Inform clients what happens when they accept
- Monitor acceptance status in admin regularly
- Respond promptly after client accepts
- Save acceptance data – it’s your proof of agreement
❌ DON’T:
- Don’t manually change acceptance status without reason
- Don’t delete accepted offers without backing up data
- Don’t ignore client comments (Premium)
- Don’t assume emails arrived – verify delivery
- Don’t share client IP addresses publicly
- Don’t modify acceptance timestamps
🎯 Pro Tips:
- Add acceptance to CRM via email integration (Zapier, Make)
- Create email template for post-acceptance follow-up
- Set up email rules to flag acceptance notifications
- Use Premium comments to gather additional requirements
- Review acceptance data weekly for insights
- Test on multiple devices (desktop, mobile, tablet)
- Check spam folder first if notifications missing
- Archive accepted offers with PDF backup