Add SMS Agreements admin page and update help docs
- Add /SmsAgreements SuperAdmin page listing per-company SMS terms acceptance status, with stats cards, filter/search, and a full acceptance history modal (terms version, accepted by, timestamp, IP, user agent) - Add SMS Agreements nav link under Tenants & Billing in the platform sidebar - Update HelpKnowledgeBase and Help docs (Quotes, Settings) to document quote approval via SMS and the reuse of existing approval tokens Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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@@ -265,12 +265,13 @@
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<i class="bi bi-send text-primary me-2"></i>Sending a Quote
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</h2>
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<p>
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Once a quote is saved as a Draft and you are happy with the pricing and details, you can mark it
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as sent to the customer.
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Once a quote is saved as a Draft and you are happy with the pricing and details, you can send it
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to the customer via email or SMS, or both.
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</p>
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<h3 class="h6 fw-semibold mt-3 mb-2">Send via Email</h3>
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<ol class="mb-3">
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<li class="mb-2">Open the quote from the Quotes list and go to its Details page.</li>
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<li class="mb-2">Click <strong>Send Quote</strong>. The status changes from Draft to Sent.</li>
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<li class="mb-2">Click <strong>Send Quote via Email</strong>. The status changes from Draft to Sent and a PDF is emailed to the customer with an approval link.</li>
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<li class="mb-2">If email notifications are configured for your company, the customer will automatically receive an email with the quote details.</li>
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</ol>
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<div class="alert alert-permanent alert-warning d-flex gap-2 mb-3" role="alert">
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@@ -283,9 +284,20 @@
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under their contact settings.
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</div>
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</div>
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<h3 class="h6 fw-semibold mt-3 mb-2">Send via SMS</h3>
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<p>
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Click <strong>Send Quote via SMS</strong> on the Details page to text the customer a short message
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containing their quote total and a link to the self-service approval portal. The customer can open the
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link on their phone and approve or decline without logging in.
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</p>
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<ul class="mb-3">
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<li class="mb-1">The customer must have <strong>SMS Opt-In</strong> enabled and a <strong>Mobile Phone</strong> number on their record.</li>
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<li class="mb-1">If you already sent the quote via email, the same approval link is reused — both the email link and SMS link remain valid simultaneously.</li>
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<li class="mb-1">For prospect quotes, the SMS goes to the <strong>Prospect Phone</strong> field on the quote.</li>
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</ul>
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<p>
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You can also manually mark a quote as <strong>Approved</strong> or <strong>Rejected</strong> when
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you hear back from the customer verbally or by phone, without going through a formal email send.
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you hear back from the customer verbally or by phone, without going through a formal email or SMS send.
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Use the status buttons on the quote Details page to do this.
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</p>
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<div class="alert alert-permanent alert-secondary d-flex gap-2 mb-0" role="alert">
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@@ -393,6 +393,12 @@
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<h4 class="h6 fw-semibold mt-3 mb-2" style="font-size:.85rem;">What events send an SMS</h4>
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<ul class="mb-3">
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<li class="mb-1"><strong>Job Completed</strong> — notifies the customer their job is done and ready for pickup.</li>
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<li class="mb-1">
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<strong>Quote Approval Request</strong> — sends the customer a link to review and approve or decline
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their quote directly from their phone. Click <strong>Send Quote via SMS</strong> on any quote's Details
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page. If an email was already sent for the same quote, the existing approval link is reused so both
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delivery methods work simultaneously.
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</li>
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</ul>
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<h4 class="h6 fw-semibold mt-3 mb-2" style="font-size:.85rem;">Compose-before-send vs. auto-send</h4>
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<p>
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