Send it: accept, e-sign, deposit

You’ll finish with: Your quote in the client’s hands, with e-sign and deposit payment on one link.

1. 1

   Open your quote from the Quotes tab.

   In the app: Open your pipeline

2. 2

   Tap “Send to client and get the link”.

   Sumitt creates the public quote link. The client never needs an account or an app.

3. 3

   Tap “Copy” and text the link to the client’s mobile.

   A text gets opened in minutes; an email gets opened tomorrow night. You saved their mobile in step one for exactly this.

4. 4

   The client opens it, taps Accept, signs with their finger and pays the deposit by card.

   You’ll see the status move in your pipeline: sent → viewed → accepted. The deposit is requested with the quote at a default 10%, the AU residential cap.

5. 5

   Check the Money tab. The deposit shows the moment it’s paid.

   From here Sumitt tracks what’s owed and chases the balance for you (reminders are in Settings).

   In the app: Open Money

Worked examples on this page use a concreting job. Signed in, the same article uses examples from your own trade.