Customer review
The proposal link opens a customer-facing page without requiring a QuoteDeck account. The customer can review the dealer, equipment, service, pricing presentation, and terms included in the proposal.
When a proposal offers customer-selectable options, the customer must make the required selections before signing. QuoteDeck confirms the resulting amount before accepting the signature.
Signing steps
- 1Select Accept & sign.
- 2Review and accept the electronic-signature consent.
- 3Confirm the signer name and email, add optional title or phone details when needed, and provide the signature.
- 4Review the final confirmation, including the amount being accepted.
- 5Submit the signature.
After signature
A successful signature changes the proposal to a signed, read-only state. The accepted terms and totals are preserved, and the signer receives a confirmation with the signed copy by email.
Expired, offline, or already signed links
- An already signed proposal shows its completed state and can't be signed again.
- An expired or invalid link asks the customer to contact the dealer for an updated proposal.
- Signing is blocked when QuoteDeck can't confirm the latest proposal online. Reconnect, reload the page, and try again.
Still stuck?
Send the quote number, the step you were on, and the exact message shown to support@quotedeck.io.