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Public Quotes (Client Acceptance)

Public quotes allow your clients to review and decide on a quote without needing an account on your platform.

How It Works​

  1. You send a quote to a client (via email or direct link)
  2. The client opens the public link in their browser
  3. They see the full quote with items, pricing, and totals
  4. They click Accept or Reject
  5. You receive an instant notification

The Public Page​

The public page shows:

  • Quote number and title
  • Customer name
  • All line items with quantities and prices
  • Discounts, taxes, and total
  • Accept / Reject buttons
  • A note: "Please review the quotation and let us know your decision"

Client Actions​

  • Accept: The quote status changes to Accepted. If the quote has items, it becomes a completed deal.
  • Reject: The quote status changes to Rejected. You can ask for a reason.

Reminders​

You can enable automatic email reminders for quotes awaiting a decision in Settings. Set the reminder interval (in days) and choose which statuses to trigger reminders for.