Yes, an online approval process can show the quotation and capture the customer’s decision against a specific version. The important part is making the approved scope clear. A generic approval button without the quotation details can leave staff uncertain about what was accepted.
How could this work in practice?
The customer could receive a protected link, review the work and price, then accept or request a change. Staff can see the decision, time and quotation version together. If the price changes afterwards, the revised version should follow the agreed approval process.
What needs to be agreed before development?
Decide who is authorised to approve for each customer and whether a sign-in is required. Define quotation expiry, deposits and the next operational step. Review the wording and commercial conditions with the business owner responsible for quotations.
What should we check before using it?
Test expired links, repeated clicks and approval of an older version. Staff should be able to distinguish approval from payment and from a confirmed booking. Clear records make it easier to progress the job and answer later questions.
How can Digital Solutions help?
Digital Solutions can review your current process and scope the development needed for your business. Book a free 15-minute software review or visit https://www.digitalsolutions.help/.
