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...

What Clients See

Page Structure When clients open your public link (yoursite.com/offer/abc123/), they see: ┌─────────────────────────────────────────────┐ │ HEADER │ │ ├─ Your Company Logo...

Acceptance Process

Overview: The Client Experience When you share a public link with your client, they receive a professional, branded view of...

Acceptance Form (Basic vs Premium)

Comparison Table Feature Basic Version Premium Version First Name field ✅ Browser prompt ✅ Inline form field Last Name field...

What Happens After Acceptance

Immediate Changes 1. Public Link Page Changes Before acceptance: ┌──────────────────────────────┐ │ Accept This Offer │ │ By clicking the button......

Email Notifications

Automatic Email to You Sent immediately when client clicks "Accept Offer" and completes the form. Email details: From: Your WordPress...

Viewing Acceptance Data

In Quotes List Go to: Quotes → All Quotes Status Column shows: Pending offer: 🟠 Pending Accepted offer: 🟢 Accepted...

Download PDF (Premium)

Premium-only feature - Clients can download a PDF copy of the accepted offer How It Works After acceptance, the green...

Troubleshooting

"Offer already accepted" error Problem: Client tries to accept but sees error message Cause: Offer was already accepted (either by...

Practices Summary

✅ DO: Test acceptance flow before sending to real clients Check email notifications work properly Set notification email to team/shared...