Sending for approval

Two ways to get it in front of them

Send Quote emails the customer a branded quote with a button through to the approval page. Sending stamps the quote as Sent and records the time, and the header shows Last sent from then on. Send it again and the email goes out as a resend.

Copy Share Link puts the approval page URL on your clipboard instead, for when you’d rather paste it into a text or your own email. The link is minted the first time you click it and stays the same afterwards.

Either way the customer lands on the same clean page: line items, sizes, mockups, fees, and the total, exactly what you built. No login. No PDF attachment. No phone tag.

Sending to more than one email

If the customer record holds several addresses, Send Quote opens a Send to which email? dialog first. Every address starts ticked, with a Send to all checkbox at the top. Untick the ones you don’t want and send. One address on file means no dialog, it just sends.

Emailing a quote is admin-only, and the customer needs at least one email address on file. Without one, use Copy Share Link.

Approve and sign

Read the disclaimer

If your shop has set a quote disclaimer in Settings, it prints on the quote and the customer must tick I’ve read the disclaimer above before the Approve & Sign button becomes clickable. It’s a real gate, not footer text.

Sign it

Approve & Sign opens a signing dialog. The customer types their full name and draws a signature with a mouse, finger, or stylus. Both are required. A typed name with an empty signature pad won’t submit, and neither will a signature with no name.

It’s recorded

ManagePrint stores the signature image, the signer’s name, and the timestamp. The approval page then shows Signed by [name] on [date], so you have a clear record that the work was authorized.

What approval triggers

The moment the customer approves, three things happen at once:

The quote is marked Approved.
An invoice is created with every line item and fee copied over.
A job is created and lands on your production board as pending.

You re-key nothing. The order is billable and in production immediately. The full story is in The job lifecycle.

A quote needs at least one line item to be approved. An empty quote is refused with “Add at least one line item before approving this quote.”

If the quote is rejected

A rejected quote stays a quote. Nothing downstream is created, and the customer can no longer approve it from their link.

You also can’t email a rejected quote. Send Quote refuses with “Cannot send a rejected quote. Duplicate it first if you need to resend.” To get moving again, either Revert to Sent / Revert to Draft to put the original back in play, or Duplicate it into a fresh draft. Both are covered in Editing & statuses.

After approval, the work splits in two: track the money on the invoice, and track the work as a job.