PlanIt EPOS · Customer Portal

How customers accept a quote online

What does this do?

A customer can accept or reject a quote from the portal without phoning you. Quotes you send by email or WhatsApp also carry an approve link, so a portal login is not needed just to say yes.

How to use it

  1. Send the quote as normal. From the till, a quote sent with Save & send… carries its own online approve link. From PlanIt Estimating, the emailed quote link lets the customer accept and pay a deposit without any login at all.
  2. What your customer does in the portal: they open Quotes. Each quote shows its date, total and status.
  3. They press Open to read the full quote, then Accept or Reject. Rejecting asks them to confirm first.
  4. The status changes to Accepted or Rejected straight away and the quote is updated on your side. You will see it in your quotes list and in the notifications bell.
  5. If your payments are set up for card, an accepted quote can be paid a deposit on from Payments → Pay a deposit.
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Related guides

Send a quote for the customer to accept online

A quote can be emailed or sent by WhatsApp with a link the customer opens and accepts online. You see when they open it, and an accepted quote is ready to turn into an invoice.

Quotes

See whether a quote was opened or accepted

The Quotes list shows where every quote is: saved, sent, opened, accepted, declined, converted to an invoice or voided. You do not need to ring the customer to find out.

QuotesEstimating

Let the customer accept the quote online

Every quote has a secure web page where the customer can view it, accept it and pay the deposit by card. Copy the link to send it any way you like, and PlanIt tells you the moment they open, accept or pay.

Sending Quotes & Getting Paid

Turn an accepted quote into an invoice

Once the customer says yes, the quote becomes the invoice with the same lines and customer. You can raise the invoice to send, or load it onto the till and take the money now.

Quotes

How customers pay an invoice online

Customers can pay one invoice, the whole balance or any amount by card, or see your bank details for a transfer. What they are offered depends on what you have switched on under Customer payments.

Customer Portal

Choose which portal sections a customer can see

Each portal login has its own list of sections. You can hide any of them for one customer, lock the login temporarily or switch it off completely, all from their trade account on the till.

Customer Portal
Questions this guide answers
  • How does a customer accept a quote in the portal?
  • Do customers need a portal login to accept a quote?
  • How do I know a quote has been accepted?

Last updated 2026-09-03 · Direct link for this feature