---
title: "Improves quote approval"
summary: "Approving a quote was hidden for the office and unclear for customers."
slug: quote-approval
date: 2026-10-30T00:00:00.000Z
tags: ["quotes", "payments", "web"]
ref: "78"
status: published
links:
  - label: "Quotes"
    url: "https://poolcloud.com/app/quotes"
url: https://updates.poolcloud.com/quote-approval
site: "PoolCloud updates"
---

# Improves quote approval

## The problem

> "Approve button on quote."

- Office approval hid in an unlabeled menu.
- Opening a link with a saved card approved it.

## What we considered

### A. Visible Mark approved button {chosen}

![A](https://updates.poolcloud.com/media/poolcloud/quote-approval/78A.png)
- Easy to find; records how.

### B. Status pill as menu

![B](https://updates.poolcloud.com/media/poolcloud/quote-approval/78B.png)
- Smaller header; harder to discover.

### C. Approve from the pipeline

- Fast; hides quote details.

### D. Approve first, then pay

![D](https://updates.poolcloud.com/media/poolcloud/quote-approval/78D.png)
- Clear steps; one more screen.

### E. One combined approve button {chosen}

![E](https://updates.poolcloud.com/media/poolcloud/quote-approval/78E.png)
- Fewer taps; words say what happens.

### F. Pay with saved methods

![F](https://updates.poolcloud.com/media/poolcloud/quote-approval/78F.png)
- Quick; not built yet.

### G. Choose a first method

![G](https://updates.poolcloud.com/media/poolcloud/quote-approval/78G.png)
- Fees up front; not built yet.

## What we went with

- Mark approved sits beside Send.
- Customers approve and pay the deposit with one button.
- Jobs wait until the deposit is paid or waived.
- Dispatchers can now mark quotes approved.

Quotes are approved only on purpose. The office records a phone yes quickly, and nothing is scheduled before the deposit.