Using Quote Approval, you can seamlessly have your clients approve or request changes to a Quote through digital signature.
Learn more about Quotes
Sending Quotes to Clients
First, you will need to create a new quote for your client. After creating and saving this quote it will show as being a Draft.
To send the quote to your client for approval, click Email to Client. By emailing the quote to your client, its status will change from Draft to Awaiting Response.
Quote Approval Email
When you email a quote to your client, it looks like this:
Approving a Quote
To approve the quote, your client will need to click onto 'Review & Approve' from within the email they received and then click on 'Approve' at the top of their page. A pop up will appear which will allow them to either draw or type their signature to approve the quote. The signature will be saved at the bottom of the quote and the status will change from Awaiting Response to Approved. This signature will save as a note on the quote page.
Both Jobber administrators and the Client will be sent an email notification when a quote has been approved.
If you do not require signatures for quotes and have turned that option off, your client can simply click on the 'Approve' button at the top of their page. They will be asked to confirm the approval before the quote status will change.
Note: If Client Hub has not been turned on in your account, or the option for Client Visibility has been turned off, Clients will only have access to the quote that has been sent to them, and no other historical items from their client page will show.
Approve and pay for a quote deposit
Please note that you can only approve and pay for deposits through a Jobber Payments or Stripe payment integration.
Learn more about Jobber Payments
With Client Hub, if you have a required deposit set on a quote that is sent to a client, they can approve and pay for a quote by clicking Approve & Pay. This will bring up a popup where they can sign, approve, and pay for the quote deposit all in one step. Submitting this will send an email notification to Jobber administrators, and will change the quote status to Approved.
When a client clicks Request Changes, a popup will appear where they can type in their requested changes. Clicking Send Request will submit the changes, sending an email notification to Jobber administrators, and change the quote status to Requested Changes.
When a quote is sent back to you by a client with requested changes, they will no longer be able to view the quote. This quote will remain invisible to the client until you amend the quote and either email it back to the client, or mark it as Awaiting Response. They will then be able to see the quote again, with the updated quote details.
Requested changes submitted by your Clients will also show on the bottom right of the quote page:
Approving a quote in the Jobber App
To collect your client's signature in person, open the Jobber App to the quote, and tap on Approve Quote in order to collect their signature. This will open up to a signature pad where they can sign. Hitting Save will save this signed quote on the quote page:
Converting a quote
To convert an approved quote to a job, click Convert to Job or find it under the Actions dropdown. This will allow you to create a job from the quote.
Manually changing quote statuses
If you don't (or would rather not to) email your clients quotes, you can still alter the status of a quote. Do this through the Actions dropdown, under the Mark as... section. You can change quote statuses this way at any point in time.
Managing your quotes
You'll be able to see quotes with different statuses in the following places:
Work overview page
Quote overview page
You have two different options under Management to find reports on your quotes: Quotes created and Quotes converted. Either one will take you to a report which will allow you to see all of your quotes and filter through them:
Turning off Client Signatures
If your company does not require signatures in order to approve quotes. you can turn off the ability to sign for and approve quotes through Management > Work Settings:
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