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
- Lock the version at acceptance. An editable accepted quote is not a record.
- Capture the name of the human, not just an email click.
- Send an immediate confirmation stating the next step and the date.
- 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.