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Remove the "Accept" button in Documents and Templates
Learn how to remove the Accept button from your QuoteCloud documents and templates. This guide shows you how to turn off client approval functionality when it's not needed.
Frequently Asked Questions
What does "Remove the Accept Button" mean in QuoteCloud documents and templates?
"Remove the Accept Button" means disabling the built-in Accept action for a specific QuoteCloud document or template so recipients cannot approve or accept the document directly inside the platform. The Accept control is turned off in the document or template settings and will no longer be visible to recipients.
Why would I want to remove the Accept button from a QuoteCloud document or template?
There are several reasons to remove the Accept button: approval may be handled outside QuoteCloud (for example by manual sign-off or an external system), the document does not require client approval, or you want to simplify the recipient experience by removing unnecessary options. Removing the button can reduce confusion in your sales quoting software or sales proposal software workflows when in-app acceptance is not needed.
How do I remove the Accept button in a document or template in QuoteCloud?
Open the document or template settings within the QuoteCloud interface and toggle off the Accept button option. Once disabled, the Accept button will no longer display to the document recipient. If you use QuoteCloud as your quote software or proposal software, this setting is managed per document or per template depending on your workflow needs.
Is removing the Accept button reversible?
Yes. Removing the Accept button is reversible. You can re-enable the Accept button at any time by returning to the document or template settings and switching the Accept option back on. Any customization you previously applied to the Accept flow (button text, confirmation messaging, redirect link) can be restored or updated when you re-enable it.
What effect does removing the Accept button have on the approval process?
When the Accept button is removed, recipients cannot approve or accept the document through QuoteCloud and the platform will not record an in-app acceptance. As a result, approval must be tracked and managed manually or through an external system, and your team should document approval status outside of QuoteCloud.
If I remove the Accept button, how should I handle approvals and tracking?
Use an alternative approval workflow such as email confirmation, a signed PDF, a separate approval or ticketing system, or internal manual sign-off procedures. Make sure your team records the approval status in your CRM, accounting system, or other central location so invoices and next steps from your quote software or proposal software remain accurate.
Will removing the Accept button affect my sales quoting or proposal workflows?
Yes, removing the Accept button changes how approvals are recorded and may impact downstream automation like invoicing or status updates. If QuoteCloud is acting as your primary quote software or proposal software, plan alternative processes to capture acceptance and trigger next steps such as billing or order fulfillment.
Can I customise the Accept button text, confirmation messaging, or add a redirect link if I choose to enable it later?
Yes. When the Accept feature is enabled you can customise the button text, add confirmation messaging, and set an optional redirect link to improve the recipient experience. These customisations are available in the document or template settings and help tailor acceptance flows for your sales quoting software or proposal software use cases.