Service quotes: what you receive and what approval means
How a service quote reaches you, how long it stays valid, how versions work, and exactly what approving a quote authorizes.
Source: Docklify service rules (service quote chain), effective 9 Nov 2026. Review tier B — we re-check this page at least every 30 days.
Receiving and reviewing a quote#
Quotes sent to your organization appear under Service orders in your portal billing area. Each version shows the services, quantities, prices, any tax lines, the total, the full payment plan, and how many days the quote stays valid (14 days by default). A sent version never changes: if anything is adjusted, you receive a new version and the history lists in plain language what changed. Only the newest version can be approved; older versions stay on record so you can compare. Questions go on the quote itself — the message thread is shared, and our replies appear in the same thread.
Approving — and what it authorizes#
Only people with a billing role in your organization can approve. Approving the current version places the order at that version’s prices and payment plan, and authorizes us to charge the payment method your organization has on file as each milestone falls due, up to that milestone’s amount. The approval screen shows the full authorization text, and your approval, the version, and the time are recorded. With no card on file you can still approve and pay each milestone offline by wire or check. Quotes of $10,000 or more are not approved by clicking: we first arrange a short offline contract with you, and once it is signed and recorded you confirm in the portal. To decline, use Decline and tell us why — that closes the quote, and we can send a revised one as a new quote if you ask.