The customer's quote page
Open the quote link, read the quote, download a PDF, and accept it by typing a name or decline it.
- Who can do this
- Anyone with a valid quote link
- Where
- View Quote
- You'll need
- A valid quote link and a quote that is still open
On this page
Accept the quote
- Select View Quote in the email.
- Read the items, total and expiry date.
- Enter Your full name.
- Select Accept quote.
The page then confirms the acceptance, and the business is told. The customer doesn't need to sign in. Access comes from the link, so anyone holding a valid link can answer.
Decline the quote
- Select Decline this quote.
- Enter a Reason if you want to give one.
- Select Decline quote.
What the page records
Accepting stores the name typed, the date and time, the IP address it came from and the total accepted. Declining stores the date and any reason. The first time the page loads in the customer's browser, the quote shows as Viewed to the business. A mail system that only checks the link doesn't mark it Viewed.
Select Download PDF to keep a copy. Once the quote is accepted, the PDF shows who accepted it, when, and the total accepted.
When the quote changed
If the business changes the quote while the page is open, including its project or the project's name, accepting or declining is refused with This quote changed after you opened it. The page then shows the new version. Read it, then answer again. The name typed is kept.
When the quote can't be accepted
The page shows a message instead of the buttons when the quote has expired, was already accepted or declined, has been converted to an invoice, or was voided. A link stops working 30 days after the expiry date, or 30 days after it was sent if that is later. Contact the business for a new link or an updated quote.