Have the customer sign a quote on your phone
By the end of this article you’ll know how to turn “yes, go ahead” into a signed, accepted quote while the customer is standing next to you — no email, no waiting.
When to use it
A quote you send by email is accepted when the customer taps the link. Signing on your phone is the other way to the same result, and it’s for the customer who is right there: they’ve heard the price and they’re ready. It works on a quote you haven’t sent at all, and on one you sent that they haven’t answered yet.
Sign the quote
- Open the quote — from Find, from the Outstanding list on Work, or straight after you created it. It must read Draft or Sent.
- Tap Sign in person. The Sign quote screen opens.
- Hand the customer the phone. The top of the screen is the whole quote: every line with its price, then Subtotal, Tax and Total. They’re signing for exactly what’s shown, so let them read it.
- In Signed by, type or have them type the name of the person signing.
- They sign in the box under Ask the customer to review the quote above and sign below. Tap Clear signature to start over.
- Tap Accept and sign.
A blank signature box is refused with A signature is required., and an empty name with Enter the name of the person signing. — the quote is not accepted until both are there.
With signal, you’re taken back to the quote, which now reads Accepted with today’s date.
Without signal
The signature is kept on your phone. The screen says Saved on this device. It will be sent when you are back online. — tap Back to quote. Until the phone syncs, the quote keeps its old status but tells you This quote was signed by … and is waiting to send. It will be recorded the next time you have a connection., so you won’t sign it twice. When the sync goes through, the quote reads Accepted.
What gets recorded
Your company keeps the signed quote as evidence of the agreement:
- the lines, tax and total exactly as they were on the screen the customer signed
- the name in Signed by
- the date and time they signed — the moment you tapped, even if the phone synced hours later
- the signature itself
The office sees the quote as Accepted on that date. Accepting doesn’t book anything by itself — the office turns the accepted quote into a job. See Turn a signed quote into a job.
If the acceptance didn’t go through
Sign in person is offered while the quote reads Draft or Sent. Two things can still get in the way when the signature reaches the office:
- The customer answered by email first. If they accepted or declined through the link before your signature arrived, their answer stands. The sync bar shows a badge with a change to review; tap it and you’ll read This quote was already answered before the signature reached us, so the signed acceptance wasn’t recorded. The signature is still saved on this device.
- The quote expired. A quote past its expiry date can’t be accepted, and the office refuses the signature the same way. Ask the office to move the expiry date forward, then sign again.
If the screen says The acceptance could not be recorded. Try again., tap Accept and sign once more — the signature and name are still there. If it keeps failing, go back to the quote: it may already have its answer.
Good to know
- The prices the customer signs for are the ones on your screen. If the quote was created on this phone and hasn’t synced yet, that’s the estimate from your phone’s price list; the office confirms the final price when it syncs.
- One signature per quote. Once a quote reads Accepted, Sign in person disappears.
- The customer doesn’t need an account, an email address or their own phone — only the one in your hand.