How To Get Quote Approval From Your Customer
Once you’ve published a quote in YoPrint, you can send it to your customer for approval. Customers will receive a branded, professional email with a direct link to review and approve the quote in the customer portal.
This article walks you through sending a quote approval request and how your customers can approve (or request changes to) a quote.
Send an order approval request
- Open the published quote.
- Click + Create Request.
- Type your message for the customer in the message box provided and click Email Now to send the quote approval request.
The email will be sent to all recipients listed in the Email Recipients section.
Optional: Use Email Later
- Choose Email Later if you’d like to send a custom message instead of the default email.
- This creates the approval request without sending it.
You can go back to the quote and send your approval request by clicking beside the Approval Requested status and choosing Send to Customer.
Approve a Quote (Customer side)
The customer receives your branded email (with optional custom domain) where they can:
- Click REVIEW APPROVAL, which opens the Quote page in the customer portal.
2. Click Review to take the required action.
In the dialog box, select Yes, everything is good! to approve or Not yet, I need to change something! to request updates, adding comments.
- View the terms and conditions before signing off (can be customized in Settings > General). The portal works on desktop, tablet, and mobile for easy on-the-go approval.
Here's what it looks like:
After Approval
You’ll receive an email notification and an in-app alert when a quote is approved or when changes are requested.
Notifications link directly to the quote, where you can see the approval status.
If changes are needed:
- Update the quote with the requested changes.
- Click the ⋮ menu (top right) and choose Create Quote Approval to send a new request.
Once approved, the quote’s status is automatically updated. You'll be notified in the app as well.