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QuotesSending for approval

Sending for approval

When a quote is ready, send it. ManagePrint gives the customer a shareable link to a clean approval page. They see the line items, the mockups, the fees, and the total, exactly what you built. No login. No PDF attachment. No phone tag.

Approve and sign

On that page the customer approves and signs with an e-signature, typing their name to confirm. ManagePrint records who signed and when, so you have a clear record that the work was authorized.

What approval triggers

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

  1. The quote is marked Approved.
  2. An invoice is created with every line item and fee copied over.
  3. 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 rejected quote stays a quote, nothing downstream is created. You can revise it and send again. See Editing & statuses.

Next

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