How to Configure the "Order Now" Button in QuoteCloud

FAQ – Configuring the "Accept" Button (QuoteCloud)

What is the purpose of configuring the "Accept" button?

The feature allows you to enable an "Accept" button in documents or templates. It enhances the document approval process by offering customizable client interaction—letting you tailor button text, confirmation messages, and set a redirect link to improve user experience.

Where does this configuration apply?

Primarily to documents and templates used within QuoteCloud's document approval workflow. It’s useful when you want clients to confirm acceptance within the document itself.

What customization options are available?

You can:

• Enable or disable the "Accept" button.

• Customize the button’s display text.

• Add a confirmation message that displays upon acceptance.

• Define an optional redirect URL for after the button is clicked.

How does setting a redirect URL help?

It enables users to be automatically directed to a specific webpage after clicking the "Accept" button—ideal for delivering next steps, additional information, or confirming actions.

What’s the benefit of customizing the button behavior?

Customization:

• Streamlines the approval process,

• Ensures clarity and confirmation for clients,

• Provides a smoother, more professional experience, improving both workflow and client engagement.

Are there other relevant topics in the user guide that complement this configuration?

Yes! For deeper support or related tasks, check out:

• Removing the "Accept" button, if you want to turn off the feature entirely (more information), or

Most of these appear under document approval or sales quote approval topics, providing broader context for how accept actions fit into your workflows.