How do I ask a customer to close the deal?

Summarise what was agreed — scope, price, dates — and ask "Shall we go ahead?". Tell them exactly how to accept: sign the quotation or reply by email.

Is an email acceptance enough?

For most small jobs, a clear email that names the quotation version is good written evidence. For large or complex work, ask for a signed quotation or a purchase order.

How much deposit should I ask for?

Enough to cover the costs you commit before the customer pays the rest — materials and booked time. Agree it in the quotation, not after acceptance.

Does accepting a quotation create an invoice?

No. Accepting records the customer's answer. Raise the invoice from it, or from its billing plan. See Raise an invoice.

What happens to the other quotations on the deal?

When you accept one, easySales offers to reject the other Open quotations on the same opportunity.

Can I reopen a deal I marked as won?

Yes. Open the opportunity and move it to an open stage under Move stage.

Close the deal

Copy for AI

A deal is closed when the customer has said yes in writing, the terms are clear to both sides and the people doing the work know what was sold. Skipping any of the three leads to the same problems later: disputes about scope, a deposit that never arrives, or a team that delivers something slightly different from what was promised. This article covers the close and the handover.

Good practice

Ask for the decision. When the questions have been answered, ask plainly: “Shall we go ahead?” Many customers are ready to say yes and are waiting to be asked.

Get acceptance in writing. A signed quotation, a purchase order or an email that says “we accept quotation QN-10000125-R1” is enough. It fixes the version, the price and the terms that were agreed.

Take the deposit before you commit costs. If the job needs materials or booked time, ask for the deposit you agreed in the quotation before you order or schedule. A customer who has paid a deposit is committed too.

Confirm the details that make the invoice right. The customer’s registered company name, their tax registration number if they have one, the person who approves the invoice, the person who pays and any purchase order number they need on it.

Hand over in one go. Tell the people doing the work what was sold, what was promised, the dates and who the customer’s contact is. Write it down where they can find it, not only in a conversation.

Close the loop on the other quotations. If you sent options or a competitor’s comparison, tell the customer which one you are proceeding with, and close the rest.

Do it in easySales

Accept the quotation. On the accepted version, select Accept in the ··· menu and confirm with Accept quotation. If the opportunity has other Open quotations, easySales asks Reject the other quotations? — leave the ones to reject ticked and select Reject selected. See Close a quotation.
Mark the deal won. easySales then asks Mark the opportunity as won? Select Mark as won. The deal leaves the pipeline board and counts as won this month.
Invoice the deposit. With a billing plan, create the deposit stage’s invoice. Without one, select Raise invoice on the quotation. If the customer pays before you invoice, record the money as a prepayment. See Deposits and prepayments.
Check the account details. Add the Tax Registration No. and the right contacts to the account before the first invoice is issued. See Account details.
Hand over. Post a task on the opportunity for the colleague who will do the work, and mention anyone else who needs to know with @. Put the scope and promises in a note on the same opportunity. See Tasks.
Follow the project. The won opportunity’s Project card shows the contract value, what has been invoiced and what is still owed. See Opportunities.

Templates you can use

Asking for the decision

Hi [Name], I think we have covered everything: the revised design, the price of SGD 1,980.00 before GST and installation in the first week of December. Shall we go ahead? If so, please sign and return the quotation and we will send the deposit invoice today.

Confirming the order

Hi [Name], thank you for accepting quotation QN-10000125-R1. To confirm: we will supply and install the counter and lighting as quoted, starting on 1 December. The deposit invoice for 50% is attached; once it is paid we will order the materials. Your contact during the work will be Siti Nadia.

The handover note to your team

Harbour Café — counter and lighting, QN-10000125-R1, SGD 1,980.00 before GST. 50% deposit invoiced. Install from 1 December, before the café opens on the 10th. Customer contact: Grace Wong. Promised: oak counter, four pendant lights, café’s electrician does the connections.

Common questions

How do I ask a customer to close the deal? Summarise what was agreed — scope, price, dates — and ask “Shall we go ahead?”. Tell them exactly how to accept: sign the quotation or reply by email.
Is an email acceptance enough? For most small jobs, a clear email that names the quotation version is good written evidence. For large or complex work, ask for a signed quotation or a purchase order.
How much deposit should I ask for? Enough to cover the costs you commit before the customer pays the rest — materials and booked time. Agree it in the quotation, not after acceptance.
Does accepting a quotation create an invoice? No. Accepting records the customer’s answer. Raise the invoice from it, or from its billing plan. See Raise an invoice.
What happens to the other quotations on the deal? When you accept one, easySales offers to reject the other Open quotations on the same opportunity.
Can I reopen a deal I marked as won? Yes. Open the opportunity and move it to an open stage under Move stage.