How can I have a client accept a quote via email?

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  • boognish
    Junior Member
    • Nov 2020
    • 22

    How can I have a client accept a quote via email?

    I would like to replicate the acceptanceStatus functionality of Meetings/Calls into my Quotes entity (from Sales Pack)

    The idea is to have a customer "accept" the quote the same way a meeting would be accepted, via email.

    I've had a good look at the source code for meetings and calls, trying to figure out what makes the {{acceptLink}} parameter work the way it does, and tried replicating the EventConfirmation.php entrypoint. Not quite sure how to tie the rest together, for instance, I've figured out that the Invitations.php file below is what defines the {{accepLink}} url for the entry point:



    My question now is, since my use-case of "accepting a quote" isn't quite the same as accepting an event invite, where do I create the logic from the above Modules > CRM > Business > Event > Invitations.php class?

    Does "Event" in this case refer to "event as in something time-based, like meeting/call" or "event, as in an event-triggered"?

    Hope I'm being clear enough on what I'm asking
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