When you send a quote, your customer gets a link to a public page built just for them - no account or login required. The page carries your brand's logo and color, so it looks like it came from you rather than from a generic tool.
The customer sees the quote's title and any notes, the sections you chose to show them (like the executive summary or scope), an itemized breakdown of line items including any bundles, a totals card, and the payment schedule if one was added. Terms and attached clauses are there too, tucked behind a "Show legal terms and clauses" disclosure so the page doesn't feel cluttered, along with any attachments you included.
Add-ons appear in their own card with a checkbox for each one. As the customer ticks or unticks them, the totals card below updates immediately - there's no page reload, so they can see the effect of each choice as they make it.
To accept, the customer ticks a box confirming they've read the terms and clauses, then clicks Accept Quote, with a final confirmation before it's submitted. From there they're taken straight into the signing step to put their name to the document - see Document Signing for what that looks like. If they'd rather not proceed, a "Decline this quote" option opens a short form for their name, email, and an optional reason, all of which are saved with the quote for your records.
The moment a quote is accepted, everything about it is frozen: the exact wording, pricing, the add-ons the customer chose, and the terms and clauses shown to them are captured, and a final PDF is generated and attached to the quote. That record doesn't change afterward, even if you later edit the brand, template, or clauses it was built from.
A link that's expired, been revoked, or otherwise no longer applies shows a simple "Quote unavailable" page asking the customer to contact you directly.
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