You have the option to Accept Quotes On-The-Spot instead of sending it to the customer and having them accept it through the link. This is helpful if you are looking for a quicker sales process and the customer is ready to sign right away.
How to Accept Quotes On-The-Spot
1. Click the drop down arrow to the right of the "Review and Send" button. Click "Preview/Accept."
2. A preview of the quote will appear where you can review. Click the "Accept" button in the top right of the screen.
3. A window will appear with a box where the customer can manually sign. Click "Accept Quote." The Quote will then appear as Accepted.
3. Send the quote to your customer if they would like a link to view their Quote.