Acceptance link for online sign-off

The acceptance link is Flino’s main conversion lever. Instead of “please confirm by email”, your customer gets a simple link to a public acceptance page where they can accept or decline the offer with one click.

How the acceptance link is created

Once an offer exists, Flino can create an acceptance link for it. There are two ways:

Automatically when sending

In Settings → Email you enable the switch Insert online acceptance link automatically. From then on, Flino includes the link in the AI draft of every first email.

Manually from the offer

1. Open the offer.
2. Click Create offer link.
3. Use Copy link to put the URL into your clipboard so you can paste it anywhere — for example into your own email or a chat.

What the customer sees

When your customer clicks the link, a public acceptance page opens. No login required — the link is protected by a one-time token.

On the page, your customer finds:

• Your logo or your organisation name
• The label “Created by [sender name]” — pulled from your workspace settings (Settings → Organisation → Sender name), not from your personal profile. If empty, the fallback “Provider” shows.
• A card with offer title, offer number, amount, and valid until
• Buttons for Offer (PDF) and, if applicable, Terms
• Action buttons: Accept offer, Decline, and — after expiry — Request extension

![Screenshot: acceptance page from the recipient's perspective](TODO)

Binding acceptance

1. The customer clicks Accept offer.
2. Modal “Accept offer?” with the note that this action cannot be undone.
3. If you uploaded terms, the required checkbox I have read and agree to the terms and conditions must be ticked.
4. Click Yes, accept.

What Flino does next:

• Set status to “Won”, with the acceptance date
• End any active sequence (reason: offer accepted)
• Add an event to the offer’s activity timeline
• Show a confirmation to the customer on the page: “Thank you. Your binding acceptance has been recorded.”

Decline

With Decline + Yes, decline the customer signals they don’t want the offer:

• Status set to “Lost”
• Sequence ended (reason: offer declined)

Request extension

The button Request extension appears only after the valid until date has passed. It is not visible before — there is no “expiring soon” hint, just a clear option once the offer has expired.

1. The customer clicks Request extension.
2. Modal with confirmation: “The provider will be notified of your request and can extend the validity of the offer.”
3. You receive a confirmation email. The event appears in the offer’s activity timeline.

An expired offer can no longer be accepted unless you, the provider, extend the valid until date. Decline and Request extension stay available.

Upload terms

Optionally, you can upload your terms as a PDF in Flino so they are linked on the acceptance page and the required checkbox is enforced.

1. Go to Settings → Email and find the Terms section.
2. Upload your PDF.
3. The acceptance page now shows the Terms button and the required checkbox.

If you don’t upload terms, the required checkbox simply doesn’t appear — acceptance still works.

What happens to old links?

Each offer has one active acceptance token. Once a decision (accept or decline) has been made, the link only shows a confirmation page (“Decision – [title]”) with the original date.

Old link after switching to a new offer version

Acceptance links are version-bound — they are coupled at creation time to the version that was active then.

The existing link keeps showing the version it was created with. When you activate a new offer version, the old link stays technically valid but continues to display the old data (title, amount, validity, PDF). Create a new link for the new version.

Locale of the acceptance page

The page is shown in the language stored for the contact (German or English). If nothing is stored, Flino falls back to the browser language and finally to German.

Tips

• Logo: if you want your customer to see your logo, store it in your workspace settings (Settings → Organisation) or in the imprint form.
• Sender name: read exclusively from the workspace settings (Settings → Organisation → Sender name). Adjust the value there directly — profile changes have no effect on the acceptance page.