Digital quote approvals — get a clear yes before you rip out or order
‘I thought that was included’ kills margin. Digital quote approvals record that the customer saw the scope and said yes — before tanking, before ordering the kitchen, before first fix. Not corporate e-sign theatre — a clear approval on the quote you sent from the quote builder. Built by a tradesman who lost too many arguments to memory. Part of the Pro Quoter quote builder — enquiry, measure, quote, job and invoice in one thread.
Verbal yes is not scope
Customer nods on site. Three weeks later they deny the prep line. You have no written approval tied to the PDF they received.
Example: bathroom rip-out starts. Customer claims they did not agree to skip hire. Approved digital quote showed rip-out and waste lines — conversation over.
- Yes in person, dispute in writing
- Email ‘looks fine’ buried in thread
- Variations not re-approved
- No link between PDF sent and approval
Approval before tools are out
- 1
Send quote from quote builder
PDF or link with full line items.
- 2
Customer approves
Digital sign-off on scope — recorded on job.
- 3
Start work
Job moves to booked with approved baseline.
- 4
Variation? Re-approve
New lines for rot or upgrades — separate approval.
- 5
Invoice against approved scope
Invoice linked — less ‘that was not agreed’.
Protection without lawyer language
Scope locked
What was approved is visible later.
Fewer mid-job fights
Customer saw prep and tanking lines before yes.
Works with bathroom templates
Multi-stage scope approved as one package or stages.
Professional impression
You run jobs properly — customers trust that.
Written yes on the record
FAQ
- Is this a legal contract?
- It records customer approval of quoted scope — practical protection for trades. Use your terms; we help you document yes.
- Customer not tech-savvy?
- Simple approve on link — easier than printing, signing and photographing.
- Deposit with approval?
- Many trades take deposit on approval — track on same job in quote builder and invoicing.