Review the offer
See products, images, scope, options, prices, freight and payment details in one place.
Online quote acceptance
The customer said yes. Now start the work.
Let customers review, ask questions, accept your terms, sign and pay online. Then move the accepted quote into the next step without typing it again.
Make it easy for the customer to buy
A quote shouldn’t come back as a printed, signed and scanned attachment. Send a branded online quote the customer can open on a phone or computer and act on straight away.
Ask questions
Add a question or comment against the quote. The reply stays with the quote instead of being lost in a separate email chain.
Accept the terms and sign
The terms form part of the online quote. The customer can accept and add their signature, which is saved against the quote.
Pay online when needed
Accept without paying, pay a deposit, pay in full or continue on the customer’s normal account terms.
Keep a clear record of what was accepted
- The accepted quote is locked against further changes
- The customer signature is saved with the quote
- The terms are shown as part of the quote
- Questions and replies stay on the quote timeline
- The assigned salesperson is told when the quote is accepted
- The accepted quote stays linked to the order, invoice and payment
No double-keying after “yes”
The accepted quote is the start of the transaction, not a dead-end document. Tall Emu can create the sales order and invoice automatically, then link the payment when the customer pays online.
1Quote accepted and signed
2Sales order created
3Purchasing, job or production starts
4Pick, pack and ship
5Invoice and payment linked
For a simple sale, the order, invoice and payment can be created in one flow. For a larger sale, the accepted quote can stop for a review, credit check, project setup or production planning before the next records are created.
Choose what happens automatically after the customer accepts
Acceptance first
Mark the quote accepted, lock it, notify the owner and let the team check the next step before creating the order.
Move straight into the sale
Create the sales order and invoice automatically. When the customer pays online, create and link the payment as well.
Branded, clear and on your domain
Use different online quote templates for different brands, divisions or sales. Each can have its own logo, colours, layout and terms, and the customer-facing quote can use your own domain.
Turn approval into action.
Make it easy for the customer to accept, sign and pay, then let the same quote start the order and work.
Prefer to talk? Call 02 9299 9959 or talk to a real person.