Quote Approvals Updated January 17, 2026 00:11

Overview

Give your clients a self-serve experience where they can view their quotes online and approve them with a signature via client hub. You'll be notified when the quote is approved so you can move onto the next step of the work. Clients can also request changes online and pay a deposit using Jobber Payments while approving the quote. 

First you'll need to have a quotes created so you can send it off for approval. To learn more about creating a quote, check out Quote Basics or to level up your quotes further, Quoting on the Grow Plan.

Send quotes to clients

When you first save a quote after creating it, the quote status will be "Draft". 

Quotes stay in draft status until they have either been:

• sent to the client (via either email or text message); OR
• marked as awaiting response

Sending the quote to your client will change the status from "Draft" to "Awaiting Response".

Via email

To send a quote via email:

1. Create a new quote or navigate to an existing quote. 
2. From the quote click More then select Email from the menu.
3. You will see a preview of the email message sent with the link to the quote in client hub. Review the message content, recipients, and attachments. If all looks good, select Send email.
   Note: The default message sent with your quote is managed in your Email and Text Messages Settings. 

When you email a quote to your client, it looks like this:

If you are using Jobber Payments and your quote has a required deposit, the button to view the quote says Review & Pay Deposit. If you are not using Jobber Payments, the button says View Quote. In both cases, clicking the button will open the quote in client hub. 

Via text message

To send a quote via text message:

1. Create a new quote or navigate to an existing quote. 
2. From the quote click More then select Send Text from the menu.
3. You will see a preview of the email message sent with the link to the quote in client hub. Review the message content and recipients If all looks good, select Send Text. Keep in mind that if you have attachments to send your client, you may wish to send an email rather than text message so you can share those attachments with your client. 
   Note: The default text message sent with your quote is managed in your Email and Text Messages Settings. 

This is a quote sent via text message:

The link takes your client to client hub where clients can review and approve the quote. This link expires after 24 hours, but after that your client can still access the quote by entering the last 4 digits of their phone number in order to sign back into the client hub.

Your client's primary phone number will be the default recipient as long as it's text message enabled. You can also enter another phone number or add multiple numbers.

What your client sees: approving a quote in client hub

Whether you've sent the quote via email or via text message (or both!), your client will be able to view the quote in client hub where they have the option to approve the quote, among other options. 

To approve the quote, the client can select the Approve button.

When Jobber Payments is enabled and the quote includes a required deposit, your clients will see a button to Approve and Pay Deposit instead of the Approve button. To learn more about quote deposits and how to secure a payment upfront before the work, check out our article on Deposits on Quotes.

After clicking Approve (or Approve and Pay Deposit), the client will be prompted to sign the quote. They can select to draw or type their name to approve the quote, and when done, select the Approve button. 

If the client is paying a deposit through Jobber Payments, next they will be prompted to add their payment details, including:

• Name
• Card number
• Expiry
• CVC
• Billing address

After approving the quote, the client automatically receives an email notification that the quote has been approved with next steps. This message template is customizable in your Emails and Text Messages Settings.

On your side, you will the quote status change from "Awaiting Response" to "Approved" and the client's signature will be saved as an internal note on the quote. Admin users in your Jobber account will see an activity feed notification and a push notification from the Jobber app notifying them that a quote has been approved. 

Client hub settings

There are some settings for client hub that will change the experience of what your clients may see when approving a quote through client hub. These settings are found in your client hub settings and include: 

• Menu visibility: When enabled, this setting allows clients to navigate through their sent quotes and invoices in client hub. This setting adds tabs for "Quotes" and "Invoices" on the side navigation in client hub.
• Quote approvals: 
  • Require client signatures: When enabled, clients will be prompted to sign the quote as part of the quote approval process. 
  • Clients can request changes: When enabled, this adds the Request Changes button to your quotes in client hub, allowing clients to ask for changes on their quotes. Learn more about what to do when a quote has changes requested.
• Show scheduled time for appointments: When enabled, this setting adds the scheduled appointment time to the list of appointments in client hub.

When a quote has changes requested

Before they feel comfortable approving the quote, your client may want to request some changes. 

If you want your clients to have the ability to request changes, enable the Clients can request changes toggle in your client hub settings. This will add a button for Request Changes to your quotes in client hub. 

When a client clicks Request Changes, a popup will appear where they can type in their request. 

Once they've selected Send Request their changes will be submitted. You will be notified by:

• The status on the quote changing to "changes requested"
• An email to the designated team member who receives replies about quotes
• An activity feed notification (for admin users only) 

The requested changes submitted by your clients will also show directly on the quote. 

Quotes in "changes requested" status will no longer be visible in client hub. This means you will need to amend the original quote (or create a new one) and send it back to the client, or mark the quote as "Awaiting Response" from the More menu in order for your client to be able to approve in in client hub.

Manually approve a quote

If your client lets you know verbally that they approve the quote you can manually mark the quote as approved in Jobber. From the quote click the More button then select Approved.

Convert a quote to a job

Now that the quote is approved, the next step is to convert it into a job to set up the schedule and get the work on your calendar. To convert an approved quote to a job, click Convert to Job from the top of the page, or find the same option under the More dropdown. This creates a job based on the line items approved on the quote.

Learn more about creating jobs.

Edit an approved quote

If a quote is in "Approved" status and an edit is made to the quote total, deposit, line items, client message, contract/disclaimer, or quote number; the client's signature will be removed from the quote's signature line and from client hub. You will be asked to acknowledge this by checking an I understand box prior to updating the quote. The previous version of the quote, including the client's signature will be saved as a PDF as an internal note.

Learn more about editing quotes.

Follow up on quotes

In order to get your quotes approved, you may need to follow up on your quotes after they're sent. 

Jobber has some tools to help you follow up on your sent quote, including:

• Quote follow-ups:  Available on select plans, quote follow-ups will automatically send out a reminder after a certain number of days after the quote was originally sent if hasn't been approved yet. The follow-up is sent in the same method as the quote (either by text message or email).

• Quote reminders: Quote reminders are available on all plans as a way of keeping track of quotes that you will be following up on manually. The quote reminder feature adds a reminder to your schedule in red (like an invoice reminder) and will be automatically assigned to the user who created the quote to follow up. Quote reminders are managed in your work settings and you can customize how many days after the quote is initially set up that you would like to see a reminder on your calendar to follow up. We recommend using the general email template to contact to your client to follow up, that way you will have a record of this reach out in Jobber.