Send a quote for acceptance and get it signed online

With quotes, you fill in your own form for a client, Fillfold builds the PDF, and your client accepts it online. You no longer print, sign and scan.

Turn quotes on

Open the form, choose Settings, then tick Prepare and send quotes with this form under Quotes. Forms with a table of lines or a “Valid until” date have it on already. A Quotes tab then appears. The form must be published: quotes use its published version.

If the form is only for quotes, also tick Only for quotes I prepare. Visitors can then no longer open or answer the public form.

Prepare a quote

1. Open Quotes and choose Prepare a quote.
2. Fill in the questions as your client should see them. Calculations and totals work as on the public form. Signature, consent and file questions are left for your client.
3. Under Send it, type the Client's email and keep Send it by email ticked, or untick it to send the link yourself.
4. Choose the Language of the quote if the form has several, and the date in Link works until: 30 days by default, 90 at most, or the quote's own “Valid until” date when it has one.
5. Add a Message to your client (optional), up to 500 characters, then choose Prepare and send.

The link is shown once, with Copy link. Fillfold keeps only a fingerprint of it. Your business details are copied into the quote at this moment: changing them later does not change quotes already sent. See Your business details.

What your client sees

A calm page with the PDF of the quote, its validity date and its reference. The page tells them that you can see when they opened it. To accept, they draw their signature or type it (it is then shown in a handwriting style, which suits people who cannot draw with a mouse or a finger), type their full name, tick the statement and choose Accept and sign. They can also decline, with an optional reason that only you see. After accepting, they get a link to the signed PDF, which works for 90 days.

Follow your quotes

The Quotes tab shows each quote as Sent, Viewed, Accepted, Declined, Expired or Cancelled, with its dates. You can:

• Send again: a new link, the previous one stops working. At most 3 times per quote.
• Withdraw quote: the link then says the quote was withdrawn.
• Signed PDF: download the accepted copy.

We email you when a quote is accepted or declined, without any answer in the email. You can send at most 20 quotes a day. Connected tools receive the event quote.accepted (see Send responses to other tools).

What the signature is worth

Accepting is a simple electronic signature. The signed PDF adds an acceptance block: the signature and whether it was drawn or typed, the name, the date and time in UTC, the reference and a fingerprint of the quote. It suits most quotes, but not contracts for which the law asks for a stronger signature. You decide when it is enough; this is not legal advice.

From accepted quote to invoice

Once a quote is accepted, choose Create invoice next to it. Its lines and client are copied into a draft invoice in Invoices. Check it, then issue it: see Create and send an invoice.