Where your clients accept, sign, and pay.
A branded page your couples open to review the quote, toggle optional add-ons, sign with their finger, and pay the deposit. No login. No back-and-forth.
From email link to deposit paid.
One link, one page. Clients review, sign, and pay without creating an account.
Client opens a tracking link from your email
They land on a branded page with your logo, your colors, your contact info — and the quote you sent.
Toggles optional items, accepts with signature
Total recalculates live as they pick add-ons. Acceptance is a touch-friendly signature pad.
Pays the deposit via Stripe Checkout
The portal becomes their invoice the moment they accept. You get notified instantly.
The conversion-driving wow moment.
This is what your DM-prospect clicks. It needs to look like you, work on their phone, and let them say yes in 30 seconds.
Total recalculates as clients choose
Mark any line item as optional. Your client toggles add-ons on or off in their portal — perfect for upsells and 'good / better / best' presentations.
Sign with a finger
Big accept button leads to a touch-friendly signature pad. Decline is one click. No DocuSign account required.
Same page after acceptance
Acceptance flips the page into an invoice view — invoice number, due date from your payment terms, payment buttons.
Browse prior versions
Clients can flip back to earlier versions of their quote to see what they previously accepted or declined — fully read-only.
Revision alerts
If you change a quote after the client has already accepted or declined, they see a clear alert: 'previously $X, now $Y' with the delta highlighted.
Pay deposit or full balance
Stripe Checkout for the deposit; one click later for the balance. Custom payment instructions (ACH, Venmo) shown for non-card clients.
View tracking
See exactly when your client opens the quote and clicks through — no guessing whether your email landed.
Contract portal
Contracts get their own portal too: resolved body, attached quotes, status, signature box.
Unsubscribe one-click
Clients can opt out of future communications instantly. You stay compliant.
Built for real client behavior.
Your clients sign on their phone, decide over dinner, and pay at midnight.
Couple toggles optional florals on a phone over dinner
“Wedding couple opens the portal at a restaurant. They flip the ceremony arch on, the bridal party florals off. Total recalculates. They accept and pay the deposit before dessert.”
Live optional toggle drives upsell decisions in real time.
Caterer's corporate client signs the buffet quote from their office
“TechCorp's office manager opens the quote at her desk. She accepts with a signature, pays the deposit on a corporate card, and the invoice generates automatically.”
No login means corporate clients don't have to create yet another account.
Venue books a Saturday wedding at 11pm
“Couple sees the venue's link from your Instagram bio. They go through the portal at 11pm, accept, and pay the full venue deposit while you're asleep.”
24/7 conversion. You wake up to a booked Saturday.
Pairs naturally with the rest of QuotePilot.
Frequently asked questions
Do clients need to log in?+
What does the portal look like on mobile?+
Can clients change their mind after accepting?+
Can the same portal show an invoice?+
What's the URL clients see?+
Can I track when a client opens the quote?+
The wow moment that closes.
Branded · no login · live optional toggle · deposit collection · 14-day free trial