Customers normally accept or decline on their quote page. When they tell you some other way, you can record it yourself. These options are in the Actions menu of a sent quote.
Accept on the customer's behalf
- Choose Accept on behalf of customer.
- Enter who accepted under Accepted by, and optionally an Order / reference number and Additional comments.
- Click Mark as accepted.
The quote becomes Accepted with the items and options as they currently stand. No signature is collected and the customer is not emailed. On the PDF's signature certificate the acceptance is marked as recorded by your organisation.
Undo an acceptance
If a quote was accepted by mistake, choose Undo acceptance and confirm. The quote goes back to Sent and the customer can accept it again. The acceptance details, signature, certificate and any countersignature are removed.
Mark as declined
- Choose Mark as declined.
- Optionally enter the Reason the customer gave.
- Click Mark as declined.
The customer can still view the quote, unless your admin has blocked viewing of declined quotes, but can no longer accept it unless you reopen it.
Withdraw a quote
Withdraw a quote when the offer no longer stands. Choose Withdraw and confirm. The customer's link then shows only that the quote has been withdrawn: they cannot view or accept it. To offer it again, choose Edit (reopen, take offline).
See also
Last updated 19 October 2026