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Electronic quote approval for tradies

Get written quote approval without chasing paper signatures. Send a link, customer reviews the quote, accepts your terms, signs digitally and approves.

Customer public quote page

What it is

ProperTradie public quote links let customers review your quote in their browser and approve with a digital signature. They accept terms, enter their full name and draw their signature. Optional mobile verification is available when you enable it per quote.

Why tradies need it

Verbal OKs and screenshot approvals are hard to prove later. A signed approval record helps you start work with confidence and reduces disputes about what was agreed.

See it in action

Digital signature

Customer draws signature on approval screen.

Digital signature

Customer draws signature on approval screen.

Terms and full name

Customer accepts terms snapshot and types legal name.

Terms and full name

Customer accepts terms snapshot and types legal name.

Approval confirmed

Confirmation with approver name and timestamp.

Approval confirmed

Confirmation with approver name and timestamp.

Public quote links customers can open anywhere

Generate a secure tokenised link for each quote. Your customer sees your branding, line items, totals, terms snapshot, and any customer-visible job photos. They can view or print a PDF-style document from the link.

Digital signature on approval

The customer accepts your terms snapshot, enters their full legal name and draws their signature on the approval screen. After approval, they see confirmation and the signature appears on the approved PDF.

Optional mobile verification

You can enable optional mobile verification per quote when you want an extra approval step. It is not required by default. Digital signature remains part of every public quote approval.

Download ProperTradie

Download ProperTradie from the App Store and start with a 14-day free trial. 20 ProperCredits included when your company first signs up.

Photos and scope on the quote

Attach job photos to quotes and control which ones customers see on the public page. Useful for painters, landscapers, builders and anyone who wants the customer to see the scope visually.

Convert approved quotes to invoices

When work is complete, convert the approved quote into an invoice in one step. Line items and customer details carry over without retyping.

Designed for a clear approval record

ProperTradie helps you keep documented approval evidence — terms acceptance, typed full name, digital signature and optional mobile verification when enabled.

Frequently asked questions

Is mobile verification required for quote approval?

No. Digital signature is required. Optional mobile verification can be enabled per quote when you want an extra step.

Does approval create the invoice automatically?

No. You convert an approved quote to an invoice when you are ready to bill.

Can the customer view photos on the quote?

Yes, for photos you mark as customer-visible. You control visibility per photo.

Can I include terms and conditions?

Yes. Terms templates snapshot onto each quote. Customers must accept terms before approving.

Is this legally binding?

ProperTradie helps you keep a clear approval record. For legal questions about electronic approvals, speak with a qualified professional.

View pricing · Full FAQ

Ready to stop chasing paperwork?

Download ProperTradie from the App Store and start with a 14-day free trial. Your company receives 20 ProperCredits to try assisted features.