Who it helps
Small businesses and trades
Use case
Quote acceptance with Cosign
Quote acceptance turns a sent quote into a trackable signing request — so an accepted price is signed, dated, and easy to find instead of buried in a text or email.
Quote acceptance: the problem Cosign solves
Quote acceptance is the point where a customer formally agrees to the price and terms you have quoted, giving you the green light to schedule the work or order materials. For trades and small businesses it is often the difference between a job that is locked in and one that is still a maybe. A clear acceptance protects both the price you quoted and the basis for invoicing later.
The trouble is that quotes are usually accepted casually — “yep, go ahead” by text or a forwarded email — and that informal yes is hard to rely on if the customer later questions the price or scope. Sending the quote as a signing request makes acceptance explicit: the customer opens a private link, accepts, and you keep a completion receipt that ties the agreed price to a date and a signature.
When Cosign fits for quote acceptance
- Accepted quotes are scattered across texts, emails, and calls
- You want a clear go-ahead before scheduling work or buying materials
- Disputes over price or scope are hard to settle without a signed record
- You send similar quotes often and want a repeatable acceptance step
How quote acceptance works with Cosign
- Upload your quote and preview it to confirm the price, inclusions, and customer details are right.
- Add the customer as the signer so they receive a private link addressed to them.
- Set an expiry that matches how long the quote is valid and add a short acceptance message.
- Send, track when the quote is opened and accepted, and keep the completion receipt with the job.
Why this works, and what to watch
Why Cosign fits
- A casual “yes” becomes a signed, dated acceptance you can rely on
- Tracking shows when the customer opened and accepted the quote
- An expiry matches the quote's validity and prompts a timely decision
- The completion receipt ties the agreed price to the work if it is queried later
What to watch
- Acceptance covers the quote as sent; verbal extras still need their own record
- A signed quote confirms the deal but does not guarantee payment on its own
- If the quote is out of date when signed, the wrong price is locked in — check it first
- Cosign sends and tracks the quote but does not produce or price it
Quote acceptance at a glance
Common blocker
Accepted quotes are scattered across messages.
Cosign outcome
Turn a quote into a trackable signing request with completion proof.
What the sender sees
Opens, previews, downloads, signatures, declines, reminders, and completion state.
What the signer sees
A focused private page for one document request — no account needed.
Proof kept
Timestamped status, a completion receipt, and audit export.
Templates for quote acceptance
Quote acceptance
Sales · A quote acceptance records a customer's formal agreement to a priced quote, confirming the work, scope and price before it begins.
Proposal acceptance
Sales · A proposal acceptance records a prospective customer's formal agreement to your proposal, confirming they want you to proceed on the terms set out.
Work completion certificate
Projects · A work completion certificate confirms that contracted work has been finished to the agreed standard and is accepted by the customer or site contact.
Quote acceptance FAQs
Is an accepted quote a binding contract?
An accepted quote can form a binding agreement depending on its wording and the circumstances. An electronic acceptance is generally recognised in Australia where the customer consents and is identified. This is general information, not legal advice.
Does the customer need an account to accept a quote?
No. The customer opens their private link and accepts from a focused page — no sign-up or app required.
Can I set the quote to expire?
Yes. You can set an expiry that matches how long the quote is valid, after which the link stops working and you can send an updated quote.
How do I prove the customer accepted the price?
Cosign records when the customer opens and accepts the quote and issues a completion receipt, so the agreed price is tied to a date and signature.
Can I reuse the same setup for similar quotes?
Yes. Save the request as a template so future quotes go out with the right message, signer, and expiry already configured.
Other ways to use Cosign
Client approvals
Send a private approval request and track opens, downloads, signatures, and declines.
NDA signing
Send a focused NDA request with private links and a clear signing page.
Scope of work approval
Capture sign-off before delivery starts and keep an audit trail.
Cosign helps you send and track signed documents. The information on this page is general and is not legal, tax, or financial advice — check your obligations or speak to a professional for your situation.