Online Quote Signing & Payment Authorization
Send professional quotes your customers can review, sign, and pay — all from one link. No paper, no back-and-forth, no delays.
Get This FeatureHow It Works
1. Customer Gets an Email
You create a quote in PRO and send it. Your customer receives a link to view it online in the customer portal.
2. They Enter Payment
Credit card or bank account — securely verified with a $0.00 hold via CardConnect. Returning customers can select a saved method.
3. They Sign
Accept the rental agreement, draw their signature, and click Sign. Done. A signed PDF is generated instantly.
What Your Customer Sees
A clean, professional portal — branded to your company
| Section | What They See |
|---|---|
| Status Banner | Quotation or confirmed Sales Order indicator |
| Bill To / Service Address | Customer billing info and delivery site side by side |
| Order Details | Customer number, site number, date, payment terms, PO number |
| Line Items | Each product/service with pricing, quantity, tax, and totals |
| Totals | Subtotal, damage waiver, environmental compliance, tax, grand total |
| Invoice History | Past invoices with payment status and PDF download links |
Payment Authorization
Credit Card
- Card type (Visa, Mastercard, Amex, Discover)
- Name on card
- Card number (stored securely, displayed redacted)
- Expiration date (MM/YY)
- CVV security code
4% processing fee applies to credit card payments
ACH (Bank Account)
- Account holder name
- 9-digit routing number
- Account number
- Personal or Business
- Checking or Savings
No processing fee for ACH payments
Saved Payment Methods
Returning customers don’t need to re-enter their card or bank info. If a verified payment method is already on file, it shows up as a selectable option in the signing modal.
- Previously verified cards and bank accounts appear automatically
- Customer picks one and they’re done — no retyping
- They can still enter a new method if they prefer
Payment Preferences
Autopay
The payment method on file is charged automatically on each billing date. No action needed from the customer — invoices are paid on time, every time.
Check by Mail
Customer pays by check, but a credit card or bank account is still required on file. If the account goes more than 30 days past due, the payment method on file will be charged automatically.
Rental Agreement
The rental agreement is presented in a scrollable box inside the signing modal. Customers must check the acceptance box before they can sign.
- Generic default agreement included out of the box
- Fully customizable per client via Python override or XPath
- Covers delivery, cancellation, equipment care, liability, and more
- Appears on the signed PDF as a dedicated page
1. DELIVERY TERMS: Equipment will be delivered to the service address specified on the sales order...
2. PERIOD OF AGREEMENT: This agreement begins on the delivery date and continues on a recurring billing cycle...
3. CANCELLATION: Either party may cancel by providing written notice at least 7 days prior...
4. EQUIPMENT DAMAGE: Customer is responsible for any damage to rented equipment beyond normal wear...
(scrollable — full terms shown to customer)
The Signed PDF
After signing, a multi-page PDF is generated and attached to the order
Page 1: The Quote
Addresses, order details, line items, totals — everything from the portal view in a clean print layout.
Page 2: Rental Agreement
The full rental agreement text, exactly as the customer accepted it.
Page 3: Payment Auth
Redacted card/account info, billing address, payment preference, verification status, and customer signature.
Built for Customization
The pro_advanced_quotes module is designed as a universal base. Each client can override just what they need:
Rental Agreement Override
Override get_rental_agreement_text() in Python, or use XPath to replace the agreement HTML in both portal and PDF templates.
Branding & Styling
Override CSS classes or extend portal/PDF templates with client-specific colors, logos, and layout adjustments.
Insurance Fields
Empty #pro_aq_insurance placeholder ready for client modules that require insurance provider, policy number, and coverage amount.
CardConnect Integration
Built-in $0.00 authorization via CardConnect for both CC and ACH. Creates a secure payment.token on file automatically.
Ready to streamline your quote-to-signature process?
Get Online Quote Signing added to your PRO instance today.
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