How clients respond to a quote in the Client Hub
When you send a quote, your client can approve it, ask for changes, or decline it from their Client Hub. Here is what each option does and what you see back on your end.
Last updated June 8, 2026
Every quote you send comes with a link to the Client Hub, where your client can open the quote and respond. They have three options: approve it, request changes, or decline it. You do not set any of this up. It works on every quote you send, and the status updates the moment your client responds so you always know where it stands.
The three ways a client can respond
All devicesYour client opens the quote from the link you sent and chooses one. Approve and Decline are always there. Request Changes shows only when you allow change requests.
- 1
Approve Quote
The client accepts the quote as it is. If you require a signature, they sign first. The quote moves to Approved, and if you set a deposit, the client can pay it right there in the Client Hub.
- 2
Request Changes
The client leaves a short message about what they want changed, and the quote moves to Changes Requested so you can edit it and send it again. This option only appears if you have left change requests turned on.
Settings → Client Hub → Allow Change Requests - 3
Decline Quote
New. The client can now turn the quote down instead of leaving it unanswered. They can add a reason if they want, but it is optional. The quote moves to Declined and the response buttons go away, so it is a final answer. To re-quote, duplicate the quote and send a fresh copy.
What you see on your end
All devicesYou do not have to keep checking the Client Hub. The quote tells you what happened.
- 1
The status updates on its own
On your Quotes list and on the quote itself, the status changes to Approved, Changes Requested, or Declined as soon as the client responds.
Quotes - 2
You are notified when a quote is approved or declined
Owners, admins, and office staff get an in-app notification and an email when a client approves or declines a quote. The decline email names the client and the quote number.
- 3
Declined quotes are easy to find
Filter the Quotes list by Declined to see them together. Open a declined quote and you will see the reason the client gave, if they left one, along with the date they declined.
Quotes → Status → Declined
See what your client sees
- Send a quote to a client, or open the Client Hub link for a quote that is awaiting a response.
- Confirm the quote shows Approve Quote and Decline Quote, plus Request Changes if you allow it.
- Open the Decline option to see the optional reason box.
- After a real response, check your Quotes list and the quote status to confirm it updated.
Frequently asked questions
Quick answers to the things we hear most about this topic.
No. Declining is final, and the response buttons disappear once a quote is declined. If the client changes their mind, duplicate the original quote and send the copy so they get a fresh link to respond to.
Still stuck?
Our team is happy to help walk you through it. Book a quick call or send us a note.