Quote (portal)

What it's for

A quote in the customer portal is one quote as the customer sees it — what is being offered, itemised, with a way to say yes. It is the same document your share link produces, inside their signed-in account.

Your customers reach it by opening a quote from the portal. The route is /portal/quotes/<quote>.

Tabs

The page has no tabs. It is the quote.

Panels and controls

• The line items — Description, Qty, Unit price, and Total. Itemising is what makes a large number acceptable: a customer who can see what they are paying for argues about the scope, not the total.
• The totals — subtotal, tax, and total.
• Terms as recorded on the quote — the install window and the warranty offered.
• Financing, where your company offers it, showing the monthly figure and the lender.
• The Approve section holds Approve and sign. Until Quote is Required to approve under Settings → Signatures, the page says "Signing is optional. Leave the signature blank to approve without signing." When it is required, a blank signature is refused. That acceptance is recorded in your office.
• Where the quote carries several options, each is shown and approving selects the one the customer chose.

Nothing on this page reveals your cost or margin. It shows what was quoted.

What it accepts

How to configure it

• Quotes settings decide the terms, the validity period, and how options are presented.
• Customer portal settings decide whether approving from the portal is allowed.
• Deposits settings decide whether a deposit is requested on acceptance.
• Branding settings decide how the quote looks.

Who can see it

This screen is part of the customer portal. Your customers reach it with a portal login, and each one sees only their own quotes.

Your staff see the internal version on the quote record, which carries the cost, margin, and conversion controls this page does not.