How it works for clients
When you send a quote or estimate to a client via email or online link, they see an Accept Estimate or Accept Quote button in the online document view. The client clicks the button to accept.
What happens when a quote is accepted
The document status in Billdu changes to Accepted
You receive an email notification
You receive a push notification on your mobile device
You can then convert the accepted quote into an invoice
Important notes
Only the recipient of the document can mark it as accepted - it cannot be done on their behalf
The acceptance can only be triggered through the online document link, not inside the Billdu app itself
Once accepted, the status cannot be reversed
Declining a quote
Billdu does not have a dedicated decline button for clients. If a quote is declined or no longer relevant, you can leave it as issued, let it expire past its validity date (status changes to Outdated), or delete it.
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