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Documentation Client Acceptance Overview: The Client Experience

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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