A Secure Link to Accept the Quote
No PDFs to sign, no accounts to create. Your customer opens a tokenized portal link, accepts or declines, and the accepted quote flows straight into billing.
What the approval portal does
The slowest part of many deals is the sign-off: a PDF emailed back and forth, printed, initialed, scanned. Fintra replaces that with a secure tokenized link. The customer opens it, reviews the priced quote, and accepts or declines in one click - and the moment they accept, the deal is ready to bill.
- A single-purpose token generated per quote - no customer login or account
- Accept or decline recorded against the quote with a timestamp
- Acceptance moves the quote into the accepted state and unlocks invoice conversion
- The linked CRM lead advances and a booking commission event can fire automatically
The security model
The portal is built on a secure token generated for a specific quote. The token is what authorizes the view and the accept/decline action, so there is no shared password and no broad account access - the customer only ever sees their own quote.
From accepted to invoiced
What happens on acceptance
- 1
Customer accepts
They open the tokenized link and click accept - no login.
- 2
Quote locks
The quote moves to accepted; the totals are frozen.
- 3
Convert to invoice
One click turns the accepted quote into a draft invoice on the ledger, cents-accurate.
- 4
Sales updates
The linked lead advances and a booking commission event is recorded.
Why it shortens the cycle
- No print-sign-scan round trip - approval is a browser click
- The accepted quote is billable immediately, so invoicing does not wait
- Finance and sales see the same accepted-deal record, so nothing is re-keyed
- Declines are captured too, so the pipeline stays honest
Frequently asked questions
Do customers need an account to approve a quote?
No. Fintra generates a secure tokenized link the customer opens in any browser to accept or decline. There is no login, password, or account - the token itself authorizes the specific quote, so approval is a single click.
Is online quote approval legally useful?
The acceptance is recorded against the quote with a timestamp, giving you a defensible record of who accepted which quote and when. That is stronger than an emailed “looks good” and it lives in the same system as the resulting invoice.
What happens after a customer accepts?
The quote locks into the accepted state, and you can convert it to a draft invoice on the ledger in one click. The totals carry over to the penny, the linked CRM lead advances, and a booking commission event can be recorded automatically.
Can a customer decline through the portal?
Yes. The portal supports both accept and decline, and a decline is recorded against the quote. That keeps your pipeline honest - declined deals move out of open quotes instead of lingering as false forecast.
Stay in the loop
One practical finance briefing a week - new guides, checklists, and benchmarks.
Let customers approve in one click
Start free, no card required. Send a secure quote link and convert the yes into an invoice.
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