Customer Actions on SalesDocs
Customer Actions control how your customer interacts with a SalesDoc — including accepting a quote, making a payment, and the buttons they see on the document.
To access these settings, click the top section of the SalesDoc, where the action buttons are displayed. This opens the Customer Action settings panel.
Viewing and Managing Customer Actions
Within this panel, you’ll see all available customer actions and status options that can be enabled or disabled.
You can toggle each button on or off depending on how you want the customer to interact with the document. As you make changes, the preview updates in real time so you can see exactly what your customer will experience.
Customizing Button Text and Appearance
Each action button can be customized to match your workflow and branding.
Button text can be edited to better suit your language or sales process
Button color can be changed using preset colors or add a custom hex code
Default Button Functions
By default, SalesDocs include the following customer action buttons:
Download PDF → Generates a PDF version of the SalesDoc for the customer
Leave Comment → Allows the customer to submit a text-based comment (the SalesDoc owner is notified)
Accept → Updates the SalesDoc status (based on your SalesDoc Status settings) and shows a confirmation popup to the customer
Accept & Pay → Opens the Stripe payment window, allowing the customer to enter their card details and complete payment
⚠️ Important
When renaming buttons, make sure the label clearly reflects the action being performed.
For example:
ACCEPT & PAY - the button opens the Stripe payment popup, the name of the button should still indicate this behavior. Eg:
Pay Now
Pay Online
Pay With Card
ACCEPT - The button function marks the SalesDoc as Accepted, the name should in some way match this behavior. Eg:
Approve
Let's Go!
Proceed
LEAVE COMMENT - The button function allows the customer to write a text comment and you are notified. The button name should indicate this behavior. Eg:
Need Changes?
Let us Know What You Think
Get in Touch
Leave Notes
Clear, accurate button text helps avoid confusion and ensures a smooth customer experience.
Accepting Payments with Stripe
If you have connected your Stripe account, you can enable online payments directly within your SalesDoc.
Turning on the Accept and Pay option allows customers to:
Accept the quote
Pay immediately online
If you prefer not to offer online payments for a specific SalesDoc, simply disable this option.
Applying Surcharges or Discounts
You can also configure payment-based adjustments, such as surcharges or discounts, when customers choose to pay via Stripe.
This gives you flexibility to:
Pass on payment processing costs
Incentivize certain payment methods
How These Settings Are Used
Customer Action settings can be configured once and reused across your workflow.
In most cases, you’ll:
Set your preferred defaults
Save them into templates
Only adjust them when needed for specific customers or deals
This keeps your SalesDocs consistent while still giving you flexibility when it matters.
💡 Pro Tip: Save Customer Actions to Templates
Customer Action settings can be saved into your SalesDoc Templates, allowing you to reuse the same button configuration across future quotes and proposals.
Saving these settings to a template helps create a consistent customer experience and reduces the need to manually configure actions each time you create a new SalesDoc.