A Quote Your Customer Can Approve Without Creating an Account
A secure, tokenized public link takes the customer straight to the quote, letting them review terms and approve - no login, no back-and-forth PDF.
What the e-approval portal in Fintra does
Asking a customer to create an account just to approve a quote adds friction that slows deals down. Fintra’s e-approval portal is public and unauthenticated by design: a 256-bit token in the link grants access to that specific quote only, so the customer clicks straight through to review and approve without a login step.
- Tokenized public link - 256-bit token, no customer account required
- Full quote detail and terms visible before approval
- One-click approval that timestamps and records the decision
- Direct handoff into invoice generation once approved
Core capabilities
| Capability | What it does | What it replaces |
|---|---|---|
| Tokenized access | Grants access to one quote via a secure 256-bit token | A customer login and account just to see a quote |
| Quote review | Displays full pricing, terms, and line items for review | A PDF quote emailed with no interactive review |
| One-click approval | Records approval with a timestamp on click | Signed PDFs emailed back and forth for confirmation |
| Invoice handoff | Triggers invoice generation immediately on approval | A manual step to convert an approved quote to an invoice |
| Approval audit record | Logs who approved, from where, and when | No verifiable record of when a customer actually agreed |
How it works
From sent quote to recorded approval
- 1
Quote is sent
The customer receives a link containing a unique, secure token for their quote.
- 2
Customer opens the portal
The token grants access to that specific quote - no account creation or login required.
- 3
Terms are reviewed
Pricing, line items, and terms are displayed clearly for the customer to review.
- 4
Approval is recorded
A single click approves the quote, timestamping the decision in the audit trail.
- 5
Invoice generates
The approved quote flows directly into invoice generation, continuing the quote-to-cash process.
Secure by design
Every view and every approval action on the portal is recorded in the SentriAI audit trail with a timestamp, giving you a verifiable record of exactly when a customer agreed to the terms.
Frequently asked questions
Does the customer need to create an account to approve a quote?
No. The portal is intentionally unauthenticated - a secure, unique link with a 256-bit token grants access to that specific quote, so the customer reviews and approves without ever creating a login or password.
Is a tokenized link actually secure without a login?
Yes. A 256-bit token is effectively unguessable, and it grants access only to the single quote it was generated for - not a broader account or other customer data. This trades a login requirement for link-based access appropriate to a one-time approval interaction.
What happens immediately after a customer approves a quote?
The approval is timestamped and recorded, and the quote flows directly into invoice generation as part of the quote-to-cash process - there’s no manual step required to convert an approved quote into a billable invoice.
Can I see when a customer viewed the quote versus when they approved it?
Yes. The audit trail records portal activity including views and the final approval action with timestamps, giving you visibility into the customer’s engagement with the quote, not just the final outcome.
Stay in the loop
One practical finance briefing a week - new guides, checklists, and benchmarks.
Let customers approve a quote in one click
Start free, no card required. Send a secure approval link on your next quote.
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