> ## Documentation Index
> Fetch the complete documentation index at: https://support.servicem8.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to use a quote acceptance?

> Learn how to use a quote acceptance in ServiceM8.

This tutorial will show you how to create and use a quote acceptance through a special link that you can include in Email or SMS message.

## Go to Settings, click Email or SMS Templates.

![Go to Settings, click Email or SMS Templates](https://s3.amazonaws.com/screensteps_live/image_assets/assets/000/773/429/original/7dcadab4-f530-434a-a8a1-38ce4c0bf915.png?1499829408)

## To create a new email template, click Add Email Template.

[![For Email Templates, click Add Email Template to create a new email template](https://s3.amazonaws.com/screensteps_live/image_assets/assets/000/773/399/medium/d15bd3e0-dd29-422b-8482-de9654c9ad96.png?1499829350)](https://s3.amazonaws.com/screensteps_live/image_assets/assets/000/773/399/original/d15bd3e0-dd29-422b-8482-de9654c9ad96.png?1499829350)

## Then add the code \{document} into your Email message. Click Save Changes.

[![In Modify Email Template, add the code \{document} in your email message and save it once done.](https://s3.amazonaws.com/screensteps_live/image_assets/assets/000/773/420/medium/0069a55a-8b7a-489d-a963-c80e3fb1d776.png?1499829391)](https://s3.amazonaws.com/screensteps_live/image_assets/assets/000/773/420/original/0069a55a-8b7a-489d-a963-c80e3fb1d776.png?1499829391)

## For SMS template, click Add SMS Template.

[![For SMS Templates, click Add SMS Template to create a new one.](https://s3.amazonaws.com/screensteps_live/image_assets/assets/000/773/416/medium/02f7dfc2-fa34-4eea-99fb-4314375e2473.png?1499829383)](https://s3.amazonaws.com/screensteps_live/image_assets/assets/000/773/416/original/02f7dfc2-fa34-4eea-99fb-4314375e2473.png?1499829383)

## Then insert the code \{document} into your SMS message and save it.

[![From Add SMS Template, insert the code \{document} in your sms message and save it.](https://s3.amazonaws.com/screensteps_live/image_assets/assets/000/773/418/medium/e46ee53b-45a4-4332-bcdd-cfaecf2cdec7.png?1499829387)](https://s3.amazonaws.com/screensteps_live/image_assets/assets/000/773/418/original/e46ee53b-45a4-4332-bcdd-cfaecf2cdec7.png?1499829387)

To test is out, open a job either from the app or online, in this example will use the ServiceM8 app.

## Tap Job Actions ( + )

![Tap Job Actions ( + )](https://s3.amazonaws.com/screensteps_live/image_assets/assets/000/773/422/original/c0d9f05a-37b9-4e34-999b-d70194ec0dbc.png?1499829395)

**Note:** The job status must be in **Quote**.

## Tap Email or SMS

![Tap Email or SMS](https://s3.amazonaws.com/screensteps_live/image_assets/assets/000/773/413/original/a7275c6e-256b-428f-aaee-4da99421e08a.png?1499829377)

## Select the Quote Acceptance Template and send

![Select the Quote Acceptance Template and send](https://s3.amazonaws.com/screensteps_live/image_assets/assets/000/773/401/original/cbc6fccd-3357-4b6b-bf5d-0f68a8854a14.png?1499829354)

## Your client will receive a message with the special link in it as shown below.

![Your client will receive a message with the special link in it as shown below.](https://s3.amazonaws.com/screensteps_live/image_assets/assets/000/773/425/original/13b35baa-c84f-4a83-a7c9-ed2a44acfbc0.png?1499829402)

## Here is the quote acceptance preview once the link is clicked or opened.

![Here is the quote acceptance preview once the link is clicked or opened.](https://s3.amazonaws.com/screensteps_live/image_assets/assets/000/773/427/original/97cd2aa1-8dd0-40e5-9907-3d6c23dc0453.png?1499829405)

**Here they can:**

**Accept Quote:** Approve the quote and confirm.

**Email:** Forward or send in another email.

**Save:** Download a copy on their computer.

## Once the online quote acceptance is approved it will then automatically change its job status to work order and a record in the diary.

![Once the online quote acceptance is approved it will then automatically change its job status to work order and a record in the diary.](https://s3.amazonaws.com/screensteps_live/image_assets/assets/000/773/408/original/238dbc69-9bdf-4624-9a76-d014a30b763b.png?1499829365)

![](https://s3.amazonaws.com/screensteps_live/image_assets/assets/000/773/411/original/d1054c91-f13a-4bae-a2ab-4f9b8c6a55a3.png?1499829374)