Payment built in
Customer completes
Kitchen refresh · project deposit
$500
The configured payment is collected before the customer leaves the flow.
Shown when the saved customer condition is met
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Get paid
Get the quote approved and the deposit paid.
Read the scope and price, approve and sign, or ask for a change.
Quotes sit in inboxes while customers decide, and deposits are chased by phone.
A quote shouldn’t get stuck in an email thread.
Today, by hand
- Quotes sit in inboxes while customers decide, and deposits are chased by phone.
With this system
- Read the scope and price, approve and sign, or ask for a change.
- See the customer’s decision and signature. A deposit is paid only when Stripe confirms it.
What your customer experiences
In the order your customer sees it, on any phone, in your branding.
- 1
Review the prepared quote
See the customer, scope, amount and payment terms before making a decision.
- 2
Choose what happens next
Approve, ask a question, request changes or decide later.
- 3
Authorize and pay separately
Sign the scope when approving. A deposit is successful only when Stripe confirms it.
What happens automatically
Enabled actions run when their conditions match and the required accounts are connected. Staff alerts need a real destination and explicit activation during setup. Requests alone do not confirm bookings, payments or completed service.
Spend less time on repetitive coordination.
Actual time saved and business results depend on usage and your current process.
Customer email
Immediately after submission
Email the customer: Your decision on quote Q-1042
When What would you like to do with this quote? is provided
Priority update
As soon as the submission arrives
Mark the submission as high priority
When What would you like to do with this quote? is Approve quote and pay; or When What would you like to do with this quote? is I have a question or change
Customer email
3 days after submission
Revenue moment built in
Collect the payment while intent is high.
Thissystemmovesthecustomerfromansweringquestionstocompletingtheconfiguredpaymentordepositinonecontinuousexperience.
Revenue is part of the workflow
The valuable next step happens before the customer leaves for another tab or another day.
The commercial path
Connected to the submissionThe submission and payment stay connected
The business can see who submitted, what they selected, and whether payment was completed without reconciling a separate checkout by hand.
Preview transactions are simulated. Live collection requires the owner’s Stripe connection.
What you get
In your inbox, every time
- See the customer’s decision and signature. A deposit is paid only when Stripe confirms it.
Where to share it
- Quote emails
- Share the published or personalized experience.
- Text messages
- Share the published or personalized experience.
- After the site visit
- Share the published or personalized experience.
Use it yourself, or have us set it up
The blueprint is yours to customize. Prefer a hand? A specialist builds it with your branding, wording and connections, then walks you through it.
- Job Complete: Reviews, Referrals & Comfort Club
- Comfort Club
- Business branding and service details
- Customer responses and complete team briefs
- Calendar connection or availability requests
- Configured follow-up links
Our setup guarantee
Your system, ready in 48 hours.Or your setup fee back. In full.
Your system, branded for your business and ready for your review. If we miss the 48-hour deadline, you can claim a full refund of your setup fee.
100%
setup fee back
48-hour setup promise
The 48-hour clock starts after payment when you share your website or brand materials and grant build access. These are elapsed hours, including weekends. The promise is a setup ready for review; publishing follows your approval. We guide you through any account connections needed for live delivery. Request the setup-fee refund through Contact Support if we miss the deadline. Your AuraForms subscription and usage charges are separate.
Questions before you launch
What needs to be configured?
Your team prepares the scope, amount and terms before sending the customer’s link.
What happens automatically?
The timeline below lists enabled follow-up actions. Delivery requires connected accounts and allowance. Staff alerts stay off until real recipients are configured and tested. A request, signature or selected payment option does not prove a booking, completed service or successful charge.
Make this system yours.
Use the blueprint yourself or have Aura configure it for your business.