Accepting a Quote Online
LiteWork lets your clients accept a quote with a single click, straight from the email — no account, no login, no printing and signing. When they accept, the quote is marked accepted in LiteWork and you get an email letting you know.
Sending a quote your client can accept
When you email a quote, the send window includes an Accept Quote Button option. It’s switched on by default for any quote that isn’t a draft, so in most cases you don’t need to do anything — the client’s email arrives with an Accept Quote button built in.
📝 Note: The accept button lives in the email, not the PDF. If you send a quote as a printed or downloaded PDF, there’s no online accept link on it — the button only works from the emailed version.
What your client sees
Your client opens the email and clicks Accept Quote. That’s the whole thing — clicking the button is the acceptance. They land on a simple confirmation page that reads “Quote Accepted” and confirms the sender has been notified. There’s nothing to sign in to and no form to fill in; the link already knows which quote and which client it’s for.
The link stays valid for 30 days. If a client clicks an expired link, they’re told the link has expired and to contact you for a fresh quote. If they click twice, the second visit simply says the quote was already accepted — you’ll only ever get one notification.
What happens on your side
When a client accepts:
- The quote is marked Accepted in LiteWork, and the document records who accepted it and when (you’ll see “This quote was accepted [date] by [email]” on the document).
- You receive an email — “Quote [number] Accepted by Customer” — showing the quote number, the client’s email, and the time of acceptance.
⚠️ Note: Acceptance doesn’t automatically create an invoice or change anything in Xero. It’s your signal to go ahead — update the quote’s status in Xero if you keep it there, then convert it to an invoice when you’re ready.
Can a client decline?
There’s no online “decline” button — a client who doesn’t want to proceed simply doesn’t accept. If you track quotes in Xero and a quote is declined there, LiteWork tidies up the quote number for you so you can reuse it on a fresh quote.