When a client accepts a quote in Plannit, the application automatically records a trace of this action. This allows you to demonstrate at any time that the acceptance did indeed take place.
Recording of the acceptance
Each acceptance is:
Each acceptance is timestamped, with the exact date and time.
It is identified, either to the client or to the merchant.
It is stored in the submission history.
It is archived in the client messaging system, in the form of a PDF and a message.
These elements constitute proof of acceptance and can be viewed directly in Plannit.
Legal value
The legal value of an electronic acceptance depends on the legal framework applicable in your jurisdiction as well as on your own terms and conditions. It is the latter that govern and validate the process.
It is your contractual terms that determine how the acceptance is framed and recognized between you and your clients.
If your terms and conditions specify that an electronic acceptance through Plannit constitutes a binding commitment, this strengthens its legal validity.
Advice
Have your terms and conditions reviewed by a professional competent in the legal field to ensure they properly govern your acceptance processes.
Use Plannit’s client messaging for your exchanges with clients. This centralizes your communications and allows you to keep a clear and complete record of your written agreements.