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Online acceptance

Give the customer one clear place to review, ask and accept

Instead of emailing a PDF into a long thread, Tradient gives the customer a private quote link where the current revision, questions and acceptance flow stay together.

14-day trial · No card required · Built in New Zealand

Tradient

Online acceptance

Awaiting approval

Customer quote

Q-218 · Interior repaint

Scope reviewed
Terms reviewed
Ready to sign

Decision

Revision

Current · ready to accept

Review & sign
In practice

Built for clarity before commitment

Online acceptance is not just a signature box. The value comes from keeping the scope, questions and final decision connected.

Customer asks whether ceilings are included before signing

Builder issues a revised scope after a material change

Roofer needs quick approval before a suitable weather window

Property manager approves an itemised maintenance list

Why it matters

A decision is easier when the customer knows which quote is current

Revisions, questions and attachments create confusion when they live across several emails. A single customer view makes the decision path easier to follow and preserves the accepted version.

01

Private customer link

Customers open the quote in a focused browser view instead of hunting for the latest attachment.

02

Questions beside the quote

Clarifications stay attached to the relevant quote record rather than getting lost in unrelated email.

03

Clear acceptance step

The customer can review the final scope and sign online when ready.

04

Frozen accepted revision

The accepted version is preserved so both sides have a clear record of what was agreed.

Workflow

From sent quote to recorded approval

The customer journey stays intentionally simple and focused on understanding the scope before committing.

01

Open the private link

The customer sees the current quote without needing an account.

02

Review scope and pricing

They can read the work, terms, totals and relevant supporting information in one place.

03

Ask before accepting

Questions can be raised against the quote while the context is still visible.

04

Accept and sign

Once satisfied, the customer completes the acceptance flow and the agreed revision is retained.

Related paths through Tradient

Follow the part of the workflow that matters most to the way you quote today.

About online acceptance

No. The public quote experience is designed around a private link for the customer.

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