Remove the "Accept" button in Documents and Templates

 

FAQ – Removing the "Accept" Button in Documents and Templates (QuoteCloud)

What does "Remove the Accept Button" mean?

It refers to disabling the "Accept" button within a QuoteCloud document or template, thus preventing clients from directly approving the document in the system.

Why would I want to remove the "Accept" button?

You may choose to remove it when:

• Approval is done through another method (e.g., manual sign-off or external system).

• The document doesn't require approval at all.

• You want to simplify the client’s interaction and reduce confusion.
  This helps maintain clearer workflows when direct acceptance isn’t needed.

How do I remove the "Accept" button in a document or template?

Use the document/template settings within QuoteCloud’s interface to toggle off the "Accept" button option. Once disabled, the button will no longer display to the recipient.

Is removing the "Accept" button reversible?

Yes. You can re-enable the button at any time by returning to the document or template settings and enabling the option again.

What effect does removing the button have on the approval process?

Once removed, recipients cannot approve the document directly via QuoteCloud. This requires approvals to be managed manually or through an alternate process outside the platform.

Where can I find instructions for customizing or re-enabling approval functionality instead?

For guidance on adding, customizing, or re-enabling the approval button, refer to the setup guide for configuring acceptance features. (more information)