E-sign & deposits

The accept page is where a "maybe" becomes a signed job with money down — without your customer creating an account or downloading anything.

What your customer sees

Every reminder links to a personal accept page carrying your logo and brand colour. It shows the estimate number and total, a name field, and a signature pad that works with a finger on mobile or a mouse on desktop. One tap on Accept this quote and it's done.

What happens the moment they accept

1. The estimate flips to Accepted in QuickBooks — with their name recorded in the estimate's Accepted By field and today's date as Accepted Date.
2. Their signature (drawn + typed name) is stored against the acceptance.
3. All future reminders for that estimate stop immediately.
4. If deposits are on, they're taken straight to a payment page (next section).
5. Your dashboard funnel updates: viewed → accepted.

Each accept link is unique, unguessable, and single-purpose. Once accepted, revisiting the link just shows a confirmation — it can't be accepted twice.

Collecting a deposit

Turn on deposits in Settings → Deposit:

1. Connect your own Stripe account (or create one in the flow — takes a few minutes).
2. Set your deposit percentage, e.g. 25%.

From then on, the moment a customer signs they're offered the deposit payment by card. The money goes directly into your Stripe account — Quote Nudge QB never holds your funds. The acceptance stands even if they close the payment page; you'll see deposit-paid status against the estimate either way.

Is the e-signature binding?

We record the drawn signature, the typed name, and the acceptance timestamp. Electronic signatures of this kind are widely recognised for commercial agreements in the UK; for high-value or regulated work, take your own legal advice on terms and signature requirements.