March 2025: the page a customer accepts a quote on
March 2025 gave the customer somewhere to say yes: a secure link to the quote, no login, with lines they can untick and a way to tell you when suits.
Part 18 of 39 of Building TradeYoke, the story of how the platform was built, from January 2024 to today. Previous: February 2025: quotes that start from the customer record, not a blank page. Next: March 2025: documents on every record, for the job, the customer, the van and the company. See every part on the build timeline.
Quick answer
Quick answer: TradeYoke gives each quote a secure link. The customer opens it on any phone, with no app or login, and can accept or decline, untick optional lines, say when suits them and send a message back. What they do is recorded on the quote's timeline, and you can turn an accepted quote into a job.
Key takeaways
- The customer needs no app or login: the link is a plain web page that works on a phone.
- They can accept, decline, untick optional lines and say when suits.
- Every action is recorded on the quote's timeline.
- You can revoke a link if it was sent in error.
A link, not an attachment
An emailed PDF has two problems: it gets lost, and there is no way to say yes to it. In March 2025 we built the other half of quoting: a link the customer opens to see the quote and respond.
What the customer sees
- The quote, laid out for a phone.
- Accept or decline, in one tap.
- Optional lines, which they can untick, with the total following every change.
- When suits them, so the preference reaches you with the answer.
- A box to message you, whose reply joins their communications thread.
They do not need an account, because asking a customer to register to accept a quote loses quotes.
Keeping it safe
A link anyone can open needs care. Each link is a long random token, not something a person could guess, and you can revoke it from the quote at any time. The page does not expose anything beyond the quote itself. It is a public page, so it was built to be careful about what it shows and what it accepts.
The timeline
Every response (opened, accepted, declined, preference stated, message sent) is recorded on the quote with the time. When a customer says "I never saw it", you can see whether and when they did. That is not about catching anyone out; it is about being able to answer the question calmly.
From accepted to booked
You see accepted quotes on a board and claim one for booking. Doing so turns it into a job and carries its lines across. If you change your mind, you can release it. The point of the design is that the quote and the job stay one story.
Next
April: what to do after the quote is sent, and keeping track of where every quote is.
Questions people ask
Does a customer need an account to accept a TradeYoke quote?
No. The quote page is a plain web page that works on any phone, with no app or login.
Can I stop a customer using a quote link?
Yes. You can revoke the link from the quote.
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