Online acceptance

A branded, mobile-friendly page where your customer reviews and accepts a quote online — in your colours and logo.

How it works

Every follow-up includes a unique {{accept_url}} link. The customer opens a clean acceptance page in your colours and logo, reviews the quote, and accepts in a couple of taps — after which the quote is marked Accepted in Xero automatically, and your follow-up sequence stops.

What your customer sees

  • Your logo, brand colour and the quote total.
  • A name field and an Accept button — no account or download needed.
  • An instant confirmation once they accept.

Alongside acceptance

Online acceptance pairs with automated, on-brand follow-ups on every SENT Xero quote and a sent → viewed → accepted win-rate funnel on your dashboard. Deposit collection at the point of acceptance is coming soon.


Next: Deposits →