download dots
AI PromptsCategoriesQuotes

✍️ Capture Acceptance and a Signature

Turn the way you already price work into an app that sends, chases, and closes quotes on its own. These prompts build the whole estimate loop: a price book you control, a builder that does the arithmetic, a link the customer accepts with one tap, and the follow-up that happens whether or not you remember.
  • Tested prompts
  • Edit for your use case
  • Works across models
  • Save in Taskade
Capture Acceptance and a Signature

Copy

People tell me yes on the phone and then remember it differently. Build me a quote acceptance app. Every quote has a public page the customer opens without needing an account, showing the line items, the total, the validity date and the terms. They accept by typing their name and confirming, and I record the name, the email, the date and time, and a locked snapshot of exactly the version they saw. Later edits create a new version rather than changing what was accepted. Show me an acceptance log across all quotes. Add an AI agent that sends the customer an immediate confirmation in plain language restating what they agreed to and what happens next, and that alerts me when a quote is opened several times without being accepted, since that usually means a question. Automate the confirmation on acceptance and a scheduled daily digest of everything accepted. Two logins: an owner who sees all acceptances, and a customer view limited to their own quotes.

Run this prompt with AI
STATUS · LIVE
v1

01 / Spark - intelligence awakens

Capture Acceptance and a Signature

Capture quote acceptance on a public link with name, date, and a locked copy of exactly what was agreed.

Start with AI
// the spark catches · intelligence awakens · the answer unfolds

A verbal yes is not a record. This captures acceptance on the quote itself, with who accepted, when, and exactly what version they saw.

What's Included

  • Acceptance on a public link with no account needed by the customer.
  • Name, date, and version captured so the accepted scope is unambiguous.
  • A locked copy of what was agreed, kept separate from later edits.
  • An assistant that confirms acceptance and states what happens next.

How To Use

  1. Lock the version at acceptance. An editable accepted quote is not a record.
  2. Capture the name of the human, not just an email click.
  3. Send an immediate confirmation stating the next step and the date.
  4. Keep the accepted copy for as long as the work is warranted.

Trigger the work with the quote to invoice handoff, and hold the scope with a statement of work.

Discover more

More Quotes and Estimates Prompts

View all Quotes and Estimates Prompts