When to use proposal acceptance

Use this flow after the client has reviewed the proposal scope, totals and document details and is ready to proceed. The acceptance action is completed from the client-facing proposal page, so the response is recorded against the same quote your team already manages.

Before asking the client to accept, confirm the quote still reflects the agreed scope and current pricing. This keeps the signed acceptance aligned with the commercial record your team will use for scheduling and invoicing.

What the client sees in the acceptance panel

When the proposal is open, the client sees an Accept Proposal action in the proposal view and a modal with signature input.

• If a deposit is due now, the panel shows the deposit amount and payment method options.
• If online card payment is available, the client can complete card payment and sign in one step.
• Bank transfer and cash confirmation options include signature capture and payment confirmation wording.
• If no deposit is due now, the client signs and accepts directly from the simplified acceptance form.

Client acceptance steps

1. Open the public proposal link for the target quote and confirm the proposal status is open.
2. Select Accept Proposal to open the acceptance modal.
3. Enter the client full name in the digital signature field.
4. Complete the required payment method step when a deposit is due, or submit direct acceptance when no deposit is required.
5. Wait for the acceptance result and proposal status update.

What updates after acceptance

After the acceptance is submitted successfully, Fencify records the accepted quote outcome and advances the workflow.

• The quote status moves to accepted.
• Quote follow-up activity is closed for that quote.
• The accepted quote is converted into a project record.
• Payment schedule handling is prepared for the new project, including deposit-stage context when applicable.
• Your team can continue in project operations using the converted project and linked financial records.

Team checks after client acceptance

Once acceptance is recorded, run a quick operations handover check in your normal project workflow.

• Confirm the project record has been created from the accepted quote.
• Check that payment stage details and next invoice actions match the agreement.
• Capture any internal delivery notes needed for scheduling, procurement and site preparation.

These checks keep the acceptance outcome clear for estimators, admin and site teams before delivery work begins.