Follow these steps to send a quote to your customer and request their signature.

1

Subscription Activation Flow

When you click Activate Subscription, you will be presented with two options:

  • Activate Subscription: Use this option if you’ve already signed a contract with the customer and want to start billing immediately.
  • Request Customer Signature: Choose this option to send the subscription to the customer for acceptance and signature. It will only activate once the customer signs and the start date is reached.

Select Request Customer Signature, then click Proceed to move forward with the process.

2

Send Quote to Customer

In the next screen, you’ll be prompted to send the quote for review and signature.

  • Email Address: Verify the email address where the quote will be sent.
  • Copy Link: You can also copy the unique link and share it with the customer directly if preferred.

Once you confirm the email or link, click Send Email. The customer will receive an invitation to review the quote and sign it.

3

Status: Pending Acceptance

While waiting for the customer’s signature, the subscription status will show as Pending Acceptance. The subscription will not activate until the customer signs the quote and the agreed start date is reached.

4

Customer Reviews and Signs

The customer will receive the quote via email or link. They can review all the details, including subscription terms, pricing, and billing intervals.

  • Review: The customer will go through the quote details.
  • Sign: Once the customer is satisfied with the terms, they can electronically sign the quote to accept it.
To find out what the customer will see click here.
Create QuotesSigning Quotes