How to Configure the "Accept" Button in QuoteCloud Documents

Learn how to configure the 'Accept' button in QuoteCloud by customizing the button text, adding confirmation messages, and setting an optional redirect link. This guide helps streamline your document approval process and improve the client experience.

FAQs

What is the Accept button in QuoteCloud and why should I use it?

The Accept button is an interactive control you can add to QuoteCloud documents and templates so clients can confirm approval directly inside the document. It streamlines the document approval flow and removes back-and-forth by giving recipients a clear, one-click way to accept quotes or proposals.

Using the Accept button improves client experience, speeds up conversions for your sales quoting software or sales proposal software, and can trigger follow-up actions like showing a confirmation message or redirecting the user to the next step in your process.

Where can I configure the Accept button in QuoteCloud?

Accept button settings are available both at the individual document level and at the template level. Configure the button on a template to ensure consistent behaviour across every document generated from that template, or enable/override it per document when you need a custom approval flow.

This flexibility makes it easy to manage acceptance behaviour across your quote software and proposal software workflows while allowing exceptions when needed.

What customization options are available for the Accept button?

QuoteCloud provides simple but powerful customisation: enable or disable the Accept button, change the button label (display text), add a confirmation message shown after acceptance, and define an optional redirect URL to send users to a page after they accept.

These options let you tailor the approval experience to the use case—whether it’s a quick sales quote confirmation, a formal sales proposal acceptance, or a redirect to payment or onboarding resources.

How should I word the Accept button label and best practices for button text?

Keep the button label short, action-oriented and unambiguous: examples include “Accept”, “Approve & Continue”, or “I Accept the Proposal”. Match the tone to your brand and the document (formal for contracts, direct for quotes).

For sales quoting software and sales proposal software use cases, use labels that set expectations—if acceptance triggers a payment or next step, make that clear in the label or immediately adjacent text.

How do I set a redirect URL and when should I use it?

In the Accept button configuration enter a full redirect URL (including https://) to automatically send users to a specified webpage after they accept. Save and test the document to confirm the redirect works for recipients.

Use a redirect URL to deliver next steps (onboarding forms, payment pages, surveys, or branded confirmation pages), provide downloadable assets, or route clients into an automated workflow after they accept your quote or proposal.

What should I include in the confirmation message after someone clicks Accept?

Keep confirmation text concise and helpful: explicitly confirm acceptance (for example, “Thank you — we’ve received your acceptance”), list any immediate next steps and expected timelines, and provide contact details for questions.

For quote software and proposal software workflows mention whether an invoice will be issued, when services begin, or where the client can find additional documentation to avoid confusion after acceptance.

Is clicking Accept legally binding or the same as an e-signature?

Clicking the Accept button provides an explicit in-app confirmation and can be part of an approval audit trail, but whether it constitutes a legally binding electronic signature depends on jurisdiction and how your organisation captures intent and identity.

If you need legally binding signatures, combine QuoteCloud accept/approval flows with a dedicated e-signature feature or integration, and consult legal counsel to ensure the process meets applicable e-signature laws and compliance requirements.

Troubleshooting: the Accept button is not showing or the redirect isn't working—what should I check?

First check the template and document settings to ensure the Accept button is enabled and not overridden. Preview the document as the recipient to confirm visibility. For redirects, verify the URL is complete (include https://), test it in a browser, and ensure there are no typos.

Other steps: clear cache, confirm recipient permissions, test with another document/template, and consult QuoteCloud support if the issue persists. Proper testing ensures your sales quoting software or proposal software flows work smoothly for clients.