Sending a quote by QR code on the showroom floor

Her phone is already in her hand. She's been photographing the oatmeal swatch against the sofa arm, but she isn't ready to sign. She would also rather not spell out her email address across a busy showroom.

Offer the quote's QR code on the iPad. She scans it and opens the exact piece on her phone, with the option to sign when she's ready. Say explicitly that opening the page is a way to review the quote. It isn't an agreement to buy.

When is a QR handoff useful?

A QR handoff works when the customer wants to take the details into another conversation. They might show their partner the price tonight, compare the fabric beside their rug, or ask the designer about the size. The quote travels with those decisions instead of relying on a photograph of a handwritten total.

The camera roll already contains the sofa from every angle, including one accidental shoe. Give the customer a clear record to go with it.

A printout or email may suit someone better. Offer those without turning the QR code into a test they need to pass. The goal is a usable quote, not a successful scan. The be-back playbook explains how that handoff supports the return visit.

What happens on the showroom iPad?

The associate builds and saves the quote in OrderPilot on Shopify POS, then opens the saved record and displays its signing QR code. The customer scans with their phone camera and follows the link. The iPad quote guide covers the configuration conversation that comes first.

Before turning the screen, read back the customer's details and the chosen fabric, finish, and size. A beautifully delivered wrong quote is still the wrong quote.

Give the phone a moment to load and let the customer confirm the piece looks right. A scan that opens an error page hasn't completed the handoff. Use the quote email or printout if the connection gets in the way.

What does the customer see?

The secure link opens the quote's signing page, with its customer-facing specification, price, terms, and signing controls. The customer doesn't need to create a store account merely to open that signing link. A separately enabled customer portal can have its own access flow; don't confuse the two.

The customer can share the link with a partner to review the same quote. Treat it as a private link to the order's details, and make clear who should provide the agreement. Sharing a link is not a substitute for deciding whose approval is needed.

For the customer ready to proceed, three signing methods explains the choice of device.

What happens if the quote changes later?

The same quote link leads back to the record, so a saved scan isn't a frozen copy of an earlier offer. When staff revise a customer-facing detail, tell the customer what changed and ask them to review the current version. If the quote was already signed, those changes require a fresh signature.

Send an email as a durable way back when the customer has provided an address. A scan alone doesn't schedule that email. Where the store uses enabled status texts, their fixed message can also carry the link through the configured workflow.

The quote PDF carries a clickable signing link when signing is available; don't promise that it prints this signing QR. Printed receipt QR codes can serve a different purpose, such as full terms.

What should the associate say before they leave?

Use this short offer:

Would you like the whole quote on your phone? Scan here to review the fabric, finish, and price at home. You don't have to sign now. I'll follow up about the doorway as we discussed.

Agree the channel and timing for that follow-up. For couples deciding at home, ask what the absent partner will need to see. For a customer buying today, continue through the iPad closing flow. The next step should fit the conversation already happening.