Client Acceptance (Private Link)

Overview#

Some Systemise setups allow a client to accept or decline a quote via a secure private link.

This is useful because:

• It removes back-and-forth
• Acceptance is recorded against the quote

Recommended process#

1. Send the quote using the standard email template.
2. Include clear instructions: "Click Accept to approve".
3. When accepted:
   • Update quote status to Accepted (if not automatic)
   • Convert to a job
   • Schedule the work

If the client declines#

1. Record the reason.
2. Offer alternatives (scope reduction, staged delivery, different timing).
3. If a new price is proposed, create a revision.

Troubleshooting#

Client says the link doesn’t work#

• Confirm they’re opening the most recent email.
• Ask them to try a different browser.
• If the link expired, re-send a new quote/version.