How to record that a customer accepted a quote (e-signature)

Name: Arkon One: Record that a customer accepted a quote (e-signature)
Duration: 55 s
Description: How to record that a customer accepted a quote (e-signature). A step-by-step walkthrough of the screens, buttons and fields involved.

Next lesson: How to mark a quote as declined →

How to record that a customer accepted a quote (e-signature). A step-by-step walkthrough of the screens, buttons and fields involved.

The steps, written out

Open the quote. The Record acceptance (e-signature) card appears on Draft, Sent and Viewed quotes that can be accepted.
Enter Accepted by (name) (required) and have the customer draw their signature in Customer signature.
Press Accept quote.

Tip

The status becomes Accepted, the opportunity moves to Negotiation (90%), and Sales, the Office Manager and the preparer are notified to convert it. Customers can also accept themselves from the customer portal with Accept & sign.

← Why can't I edit a quote, and how do I change one that was already sent How to mark a quote as declined →