Key Terminology
1Reviewing & Paying a Quotation
You do not need an account to review or pay. Everything happens in your web browser on both desktop and mobile. All you need is the quotation email with a secure link.
Quotation Email
An email with a secure link sent when a quotation is created for you
Web Browser
Any modern browser on desktop or mobile β no software installation needed
No Account Required
Review and pay directly from the link in your email β no registration or login needed
1Open the Quotation Link
You will receive an email with a button to open the quotation page. Click the button and the quotation opens directly in your browser β no login or download required.
New Quotation
A quotation has been prepared for you. Click the button below to review the details and proceed with payment.
This link will open the quotation in your browser. No account required.
Example quotation email β actual content and branding may vary
2Review the Quotation
Take your time to go through the quotation β check the services, quantities, pricing, discounts, tax, and the final Grand Total at the bottom.

3Accept the Quotation
When you are ready to proceed, follow these steps:
- Click Accept at the bottom of the quotation page
- A dialog appears with the Terms & Conditions
- Read the terms and click Agree to confirm
- The quotation status updates to Accepted and Pay becomes available

4Ask Questions or Comment
At any point, you can click the Comment button to post questions or feedback about the quotation. The sender will be notified straight away.

5Quotation Under Review
If the quotation is being revised based on your feedback, you will see an "under review" screen. The pricing details are hidden until the updated version is ready.
Available actions during review:
- Click Comment to continue the conversation
- Click Download PDF to save a copy of the current quotation

6Download the PDF
Click Download PDF at any time to save a copy of the quotation with the full pricing breakdown.

7Complete Payment
After accepting, click Pay to open the payment modal and choose a payment method:
Card
Payment is completed instantly via secure Stripe checkout. Your invoice is available for immediate download.
Alipay or PayNow
A QR code is displayed for you to scan with your payment app. Your invoice is available once payment is confirmed.
Bank Transfer
Bank account details are shown. After transferring, upload the transaction receipt. Your invoice will be sent once payment is verified.
