Quoting

Approve a quote

Open the quote from the email or text, pick an option if there are several, sign by typing or drawing, and press Approve quote. Or decline, or ask for changes.

CustomerCustomer Portal2 minutesUpdated Sep 23, 2026Current instructions
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Before you start

  • You received a quote email or text from your service provider.

What you'll do

Approving creates the job on your provider's schedule and locks the price you agreed to. No account is needed; the link in the message is enough.

Do this

  1. 1

    Open the quote

    Tap the link in the email or text (it starts with app.zentive.io/portal/quote). You see the provider's name, the quote number, the services and prices, any photos or message, the total, and the expiry date.

  2. 2

    Pick an option (if offered)

    Some quotes offer packages (Good / Better / Best). Select the one you want; the total and any deposit update.

  3. 3

    Sign

    Choose Type to enter your full legal name, or Draw to sign with your finger or mouse. Your provider may have turned signatures off, in which case you simply approve.

  4. 4

    Approve quote

    You get a confirmation email with the quote PDF and a portal link. If the quote included a deposit, a deposit invoice and pay link arrive next.

Approve your quote

Not ready to approve?

  1. 1

    Request changes

    Use the request-changes option on the quote page to send a message; your provider edits the quote and sends it again.

  2. 2

    Decline

    Choose Decline and, optionally, a reason. The provider is notified.

  3. 3

    Expired?

    Quotes stop accepting approval after their expiry date. Ask your provider to resend it with a new date.

What is recorded

Your typed name or drawn signature, the date and time, and the network address you signed from are stored with the quote as the approval record.

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Include your business name, account email, what you were trying to do, what happened instead, and a screenshot if possible. For billing, sync, or login issues, include the exact error message if shown.

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