Customer quote page with accept, reject, and request changes
Share quotes via unique links. Customers see a clean, branded page and can respond with one click - no account required. Status updates automatically, and their feedback is captured in one place.
Problems with traditional quote delivery
PDF attachments get lost
The quote PDF is buried somewhere in an email thread. Customer can't find it. You resend. Again.
No clear way to accept
"Reply to this email with 'approved'" - and now you're managing quote status in your inbox.
Version confusion
Quote_v2_revised_final.pdf vs Quote_v2_final.pdf. Which one did they actually agree to?
Customer login friction
"Create an account to view your quote" - they're not doing that for a one-off job.
Feedback scattered in email
"Can you lower the setup fee?" - buried in a thread you'll never find again.
How the customer quote page works
Generate a unique quote link
Each quote has a persistent URL. Share it via email, text, or however you communicate with customers.
Customer views the quote (no login)
They click the link and see a clean, branded quote page with pricing breakdown, parts, and services.
One-click response
Buttons for Accept, Reject, or Request Changes. Customer clicks, you're notified, status updates automatically.
Capture feedback in one place
If they request changes, their comments are saved on the quote - not lost in email.
Update and resend the same link
Edit the quote, the link stays the same. Customer always sees the latest version.
Customer quote page features
Unique shareable link
Every quote gets a unique URL. Send it however you want - email, text, Slack, carrier pigeon (okay, maybe not that one).
No customer login required
Zero friction. They click, they see the quote, they respond. No account creation, no password resets.
Accept / Reject / Request Changes
Clear action buttons on the page. One click updates the quote status and notifies you.
Professional branded presentation
Clean layout with your shop name. Pricing breakdown, part details, services - all formatted for clarity.
Live quote updates
If you revise the quote, the link shows the new version. No need to send a new URL.
Feedback capture
Customer comments from 'Request Changes' are saved on the quote. Find them instantly, not in email threads.
Why customer quote links beat PDFs
Frequently asked questions
Yes. If you need to pull a quote back, retract it. The link stops working and the customer sees a 'quote unavailable' message.
The link is public (no login required), so anyone with it can view the quote. For sensitive quotes, communicate the link privately. You can retract anytime if needed.
Anyone with the link can view the quote. If that's a concern for a specific quote, discuss access with the customer directly.
Yes. Choose line item display (detailed breakdown or rolled-up part costs). Mark specific services as 'always show' for transparency.
Quote status changes to 'Accepted', you receive a notification (if configured), and the acceptance is logged in quote history.
The page is designed for on-screen viewing and action. Customers can print/save via browser if needed.
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