Once logged into the Client Portal, click on one of the navigational options that will direct to Quotes:
(Note: The QuoteAccept function must be enabled in order to accept or decline. This is something the business administrator will have to enable in their Formitize account)
Select View for the the pending quote:
(Note: if it has been set up, here will be an option to request a quote on this page or in the collapsible sidebar)
The Quote PDF will be downloadable and / or printable, and can be accepted or declined by selecting one of the options.
Navigation to quotes is the same on a mobile device, and then select the quote. Access or Decline the quote and a message will be sent to the lm
