A client cannot sign or open their quote

Ask the client for the exact words on their screen. Each one points to its own fix.

Likely causes, in order

1. "This link has expired. Ask ... for a new one." Client links stop working a set number of days after the event (your company's setting under Settings, Sales, Orders, Booking). Press New link on the quote or order to send a fresh one.
2. "This link is not valid." The link was copied wrong or replaced by a newer one. Send it again with New link.
3. "This quote was just updated. Please review the new total and sign again." Someone changed the quote while the client had it open. They read the new total and sign again.
4. "This quote has no event date yet." Add the event date to the quote, then send it again.
5. "Type your full name to sign" or "Draw your signature in the box to sign." The client missed a step. Both are needed.
6. "The consent to sign electronically was just updated." The client reloads the page, reads it and signs again.

In the office

• "Quote ... was signed at ... and now totals ...". The quote changed after the client signed it. Send it to the client to sign again, or ask a supervisor to book it as it stands.
• A signed quote stays on record with the signature. Only an admin can delete it.

Good to know

• See The client quote page and Sign and pay.