Shared quote
What it's for
A shared quote is a quote sent as a link. The customer opens it, reads what is being offered, and approves it — no account, no password, no portal login. It is the fastest path from a technician's recommendation to a signed job.
Your customer opens it from the link you send. The route is /p/<token>.
Tabs
The page has no tabs. It is the quote.
Panels and controls
- The options on offer, each itemised, so the customer can compare rather than being handed one number.
- The terms — the install window and the warranty offered.
- Request financing info where your company offers financing. A customer who balks at a total often accepts a monthly figure, and asking for the information is a lower-commitment step than approving.
- Approve and sign accepts it. Until an owner sets Quote to Required to approve under Settings → Signatures, the page says "Signing is optional. Leave the signature blank to approve without signing." A signature the customer does leave shows on the office quote as Signature, "Signed by …". When the quote is Required to approve, the signature and the signing terms are required, and a blank signature is refused. That acceptance is recorded against the quote in your office immediately, ready to convert into a job, agreement, project, or invoice.
Nothing on the page shows your cost or margin. It shows what was quoted.
Link handling
A share link is the only way in, so treat it the way you would treat the quote itself. Links can expire, and an expired one says so rather than showing a broken page.
What it accepts
| Field | Format | Required | Rule |
|---|---|---|---|
| Approve and sign | A single action | Yes, to accept | Signing is optional unless Quote is Required to approve. Recorded against the quote in the office app |
| Option selection | Pick one, where several are offered | Yes, where the quote has options | Approving selects that option |
| Financing request | A single action | No | Signals interest without committing |
How to configure it
- Settings → Signatures, the Quote row, decides whether signing is required. It starts as Not required.
- Quotes settings decide the terms, the validity period, and how options are presented.
- Deposits settings decide whether a deposit is requested on acceptance.
- Financing options come from your company's configuration; where none is set up, the request control does not appear.
- Branding settings decide how the page looks.
Who can see it
This page opens from a secure link you send — no login, no account. Anyone holding the link can open it, and the link is the only way in.
Your staff see the internal version on the quote record.