How to Configure the "Accept" Button in QuoteCloud Documents

The Accept button is an interactive control you can add to QuoteCloud documents and templates so clients can confirm approval directly inside the document. It streamlines the document approval process, provides an explicit confirmation step for your clients, and can trigger follow-up actions such as showing a confirmation message or redirecting the client to a next step.

Accept button settings apply to individual documents and to templates used in QuoteCloud's document approval workflow. You can enable or disable the button within a document's or template's settings so the behavior is consistent wherever that template is used or tailored per document.

QuoteCloud lets you enable or disable the Accept button, change the button's display text (label), add a confirmation message that appears after acceptance, and define an optional redirect URL to send users to a specific page after they click Accept.

In the Accept button configuration you can enter an optional redirect URL that automatically sends the user to a specified webpage after they accept. Use this to deliver next steps, provide additional resources, redirect to a payment page or onboarding form, or show a branded confirmation page to improve the client experience.

Keep confirmation text concise and helpful: confirm the acceptance, state any immediate next steps (for example 'We will email your invoice within 24 hours'), and include contact information or links if the client needs help. Clear confirmation reduces confusion and improves client trust in the approval flow.

Yes. You can customize the button label to match your brand tone or the specific action—examples include 'Accept Quote', 'Approve & Continue', or 'Confirm Agreement'. Using precise, action-oriented labels helps clients understand what will happen when they click the button.

Customizing the Accept button streamlines approvals by reducing steps and clarifying expectations. A tailored label and confirmation message make the action obvious, while an optional redirect guides clients seamlessly to the next step—resulting in faster approvals, fewer support questions, and a more professional experience.

Yes. You can remove or disable the Accept button entirely if you don't want it available, and you can configure settings per template so different document types use different button behavior. For instructions on turning the feature off, consult the QuoteCloud guide for removing the Accept button.