With the Live Quotes skill turned on, every quote you email also carries a secure link. Your customer opens it on their phone, sees the quote laid out properly, and accepts it there and then by typing their name. No printing, no scanning, no "did you get my email?".
Turn it on
Head to Skills and install Live Quotes. It builds on quotes and invoices, which every business already has, so there is nothing else to switch on first.
Send a quote with a link
Nothing changes about how you build the quote. When you email it (from the Quotes page or by asking Mucka), the email carries a View and accept your quote online button. You'll see a "Let them accept online" switch in the send window so you know it's going out.
The PDF isn't attached when the link goes. Your customer reads the quote on the page, and there's a Download PDF button at the top of it if they want the file to keep or forward. That's deliberate: with the PDF in the email they could read the whole quote without ever opening the page, and opening the page is the only way Mucka can tell you they've looked — see Has your customer opened your quote?.
Need the PDF attached instead? Some commercial customers' systems want a document, not a link. Switch Let them accept online off in the send window for that one quote and it goes out as the PDF on its own, the way it used to.
Want to send the link some other way, like in a text or your own WhatsApp? Two ways:
- Open the quote and hit Share. On a phone that's your own share sheet, so the link goes straight into WhatsApp, Messages, anywhere. This is the one to use on site — it's the only one that exists on a phone.
- Tap the link icon on any sent quote in the Quotes list on a computer, and the link is copied ready to paste.
Share sends the link rather than the PDF on purpose. Correct a price after you've sent a PDF and the copy in their WhatsApp is wrong forever; the link is the quote itself, so it's always the current one, and they can accept on it. A quote still in draft shares the PDF instead — it isn't ready for them yet.
What your customer sees
A clean web page with your business name and logo, the work described, the line items, VAT and total, and any terms you set. To accept, they type their full name and tick a confirmation box. That typed name counts as their signature, and Mucka records the date, time and details of the acceptance for your records. They can also turn the quote down, with an optional reason so you know where you stand.
If the quote has a valid-until date and that's passed, the page says so and points them back to you for an updated price, rather than letting them accept an old number.
What you see
- A message the moment a quote is accepted or declined, with the customer's name on it. It comes through on WhatsApp if you've paired your number, and as a phone notification if you've got the app — so you hear about it whether or not you're near the app. Changes you send for approval work the same way.
- If your customer accepts at ten at night, Mucka holds the message until your quiet hours are over rather than waking you or losing it.
- Accepted online by... under the quote in your Quotes list, so there's never any doubt about who agreed and when.
- When you copy a quote link, Mucka tells you how many times it's been opened. A quote that's been viewed three times with no answer is usually worth a follow-up call.
Mid-job changes, agreed before the bill
Work turns up surprises: a corroded cylinder, an extra radiator, a part that costs more than planned. Instead of springing it on the invoice, raise a change and your customer signs it off the same way they accepted the quote.
On an accepted quote in your Quotes list, tap the changes icon (or the Changes button on your phone) and add what changed: a short title, the lines, the prices. A negative price takes money off the job, which counts as a change too. Tap Send for approval and your customer gets an email pointing back at their quote page, where the change sits under the original quote with its own accept button and a running agreed total.
You can also just tell Mucka: "add a change to the Patel job, corroded cylinder, £400". Mucka prepares it and nothing goes out until you tap Send.
Once they sign it, the change shows on the quote itself — on the quotes list, on the quote when you open it, and on the copy your customer gets. The quote keeps its original total, because that is the figure it was agreed at, and the agreed total underneath is what the job is worth now: a £2,000 bathroom with a £400 change approved reads £2,400 agreed. Ask Mucka what a job is worth now and you get the agreed figure too.
When you turn the quote into an invoice, the accepted changes come along automatically, so the invoice your customer gets is the total they have already said yes to, line by line.
A couple of rules worth knowing:
- Changes only work on accepted quotes. If the quote hasn't been agreed yet, just edit the quote.
- An accepted change can't be withdrawn or edited. It's part of the agreed record, the same as the quote itself. Changes the customer hasn't answered yet can be withdrawn any time.
Common gotchas
- The link only appears on emails sent after Live Quotes is switched on. Quotes sent before that just have the PDF. Re-send the quote and the link comes with it.
- Quotes emailed before 14 October 2026 had the PDF attached as well as the link. A customer who read the attachment could have looked without it counting as an open.
- Draft quotes have no link. The link icon appears once a quote has been sent.
- Turning the skill off doesn't kill links you've already sent. Customers can still open and accept them, you just can't create new ones.
- Nothing coming through? Both rails hang off one switch: Settings → Mucka → Notifications → Customer approvals. Turn that off and you get neither. The WhatsApp side also needs your number paired at Settings → Connections → Integrations → WhatsApp.
- A declined quote isn't dead. The page stays open, so if the customer changes their mind after a phone call they can still accept without you re-sending anything.
Asking for a deposit
You can also ask for money up front. Tick Take a deposit on the quote and the customer is asked to pay it by card straight after they sign, on that same page — and it comes off the final bill. See Take a deposit on a quote.