Accept page & e-sign
A branded, mobile-friendly page where your customer accepts and signs the quote.
The flow
- Customer receives an email with a link to
/accept/[token]. - They see your logo, brand colour, the quote total, and a signature pad.
- They type their name and sign with mouse or finger.
- Click Accept — the quote flips to ACCEPTED in Xero.
- If you have deposits enabled, they're redirected to Stripe to pay the deposit percentage.
Security
- Tokens are single-use per quote — one active token at a time.
- Tokens are cryptographically random (32 bytes, URL-safe).
- Race-safe: only one acceptance can succeed even if the customer double-clicks.
What's captured
- The customer's typed name.
- A PNG of their signature.
- Timestamp (when they viewed and when they accepted).
Analytics
The dashboard shows the funnel: sent → viewed → accepted. Viewed events fire when the customer opens the accept page — even if they don't accept.
Customising the page
See Branding & sender for logo, colour, and sender configuration.