Accept online
Accept a quote online and convert it to an order
Send a no-login link the customer signs with a type-to-sign e-signature — and watch acceptance convert the quote to an order, mark the deal won, and raise a draft invoice and delivery project.
Updated June 2026
The slowest part of closing is often the last step: getting a signature. KudosCRM removes the print-sign-scan round trip — the customer accepts the quote online through a secure link, and acceptance kicks off the order automatically.
This guide covers sending the acceptance link, what the customer sees and signs, and everything that happens the moment they accept: the order, the won deal, the draft invoice, and the delivery project.
Who this is for
Reps closing deals online, and admins who want to understand the quote-to-order hand-off and its audit trail.
Before you start
- A sent quote (approved, if its discount crossed your threshold).
- The customer's email or a way to share the link with them.
- Your branding set up (logo and accent color) so the public quote looks like you.
What the e-signature captures
When the customer accepts, KudosCRM records their typed name as a signature along with their IP address and a timestamp as an audit trail — the basis most e-signature laws (like the US ESIGN Act) recognise for a simple electronic signature. For high-compliance needs like qualified or notarised signatures, keep your specialised e-sign tool.
From sent quote to created order, step by step
Share the acceptance link
Send the quote by email or share its tokenized link. The customer opens a branded, no-login page showing the line items, totals, and your terms. Only sent (or already-accepted) quotes resolve — drafts are protected.
The customer reviews and signs
They review the quote, can download the PDF, and accept by typing their name as a signature. KudosCRM stamps the view and the acceptance, capturing the IP and timestamp for the audit trail.
Acceptance converts to an order
On acceptance the quote becomes an order with its own number (ORD-YYYY-NNNN), snapshotting the agreed line items and totals so the record can't drift from what was signed.
The deal is marked won
Creating the order marks the linked deal won, so your pipeline and weighted forecast reflect the close immediately — no separate step to remember.
A delivery project and draft invoice spin up
The order can automatically create a delivery project (so the team delivering starts from the agreed scope) and raise a draft invoice with issue and due dates — the clean seam into billing.
Track fulfillment
Move the order through confirmed → in-fulfilment → fulfilled, or cancel with a reason. Every transition is timestamped and logged to the customer's 360° timeline.
What you get
- Online acceptance with a type-to-sign e-signature and a full audit trail — no print-sign-scan.
- An order created automatically from the accepted quote, with frozen line items.
- The linked deal marked won, so pipeline and forecast stay accurate.
- A delivery project and draft invoice raised without re-keying between sales and delivery.
Related articles
Build a quote & send it
Create and send the quote the customer will accept.
Read articleQuote approvals & versioning
Get an over-discounted quote approved before it's sent and accepted.
Read articleOrders (feature)
Sales order management — fulfillment, delivery, and the invoice seam.
Read articleProposals & Quoting overview
The full quote-to-cash stage, end to end.
Read articleProposals & Quoting is the fourth stop in the KudosCRM journey — turning a won deal into a priced quote, an approval, an online signature, and an order, all on one record. See the full picture on the Proposals & Quoting platform overview.
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