What your client sees when they receive a quote

Clients don't need a Handl account to review and approve a quote — they get a secure link that opens straight to a clean, branded quote page.

The client receives an email with a link to view the quote — no login required.
The page opens with your agency's logo and name at the top, plus a Download PDF link.
Below that, they see the project summary, then each quote line item with a total at the bottom.
If you've added terms and conditions or attachments, those appear next.
At the bottom is the approval section: the client enters their full name, email, and optionally a title, ticks a box confirming they've reviewed and approve the scope and pricing, and selects Approve Quote.
If you turned on Auto-Pay for the quote, the client is asked to save a payment method before the Approve button becomes active.
Once approved, the page shows a confirmation that their approval has been recorded and that you'll be in touch.

Approving a quote is a one-step action for the client — typing their name and ticking the checkbox is how they "sign" it, there's no separate drawn signature step.
If a client wants changes instead of approving, they'll need to contact you directly — there's no in-app "decline" or "request changes" button, so it's worth letting clients know to reach out if something needs adjusting.
If the quote's expiry date has passed, or it's been revoked, the client sees a message explaining the quote is no longer available to approve.

Does my client need to create an account to approve a quote?
No — the link they're emailed is all they need.

Can my client download a copy of the quote?
Yes, there's a Download PDF option right on the quote page.

What happens after my client approves?
See "What happens when a client approves" for the full picture.