Quote Share

Quote Share enables sales reps to share an approved quote with prospects via a hyperlink, eliminating the need to send a PDF. Prospects can provide additional details (see below) and accept the quote directly from the Quote Share webpage, streamlining the process for faster deal closures.

The prospect can provide the following information on the Quote share page:

Billing name and address
Shipping name and address (this information is used for calculating taxes)
Credit card information

Enabling Quote Share

Go to Settings > Quote Settings > Additional Settings
Enable "Quote Share"
1. You can determine if you want the address to be required
2. You can require if you want the payment method required (Only applies if you have a payment method integration)
3. If you are manually collecting ACH payments directly to your bank account (not via Stripe) then you can add the bank details if you want to allow your customer to choose that as an option

How to Share a Quote Link

Go to Quotes
Select the approved quote you want to share
Click Share on the right-hand side
In the Share modal:
1. Under External Access, set an Expiration Date (optional)
2. Click Share >> Copy Link
Send the link to your customer via email, CRM, or any preferred method

📌 Note: The link provides secure access until the expiration date.

What Customers Can Do with the Quote Link

Review the quote details
Update their Contact Information or PO Number
Add a Payment Method (if applicable)
Accept the Quote via:
- DocuSign (if enabled), or
- Direct acceptance (if configured without DocuSign)

Once accepted, the quote will be marked as approved.

Monitor External Access

You can monitor if the shared link has been accessed

Go to Quotes >> [Specific Quote] >> Share
Under External Activity, you can view the status

FAQ

Question	Answer
Can we automate the quote links delivery through our CRM?	You can embed the share link in emails sent via your CRM (Salesforce or HubSpot). CRM workflows comes in handy to automate customer notifications with • Pre-filled customer details • Embedded buttons linking to the quote
Can we embed the quote link directly into emails sent from MonetizeNow?	At the moment, embedding buttons or pre-populated fields directly in emails isn't supported. The share link must be manually copied from MonetizeNow and added to your external emails.
Can we use APIs to automate quote sharing?	Absolutely. You can leverage our APIs to generate and distribute share links as part of your automated quoting and renewal processes. POST (/api/v1/quotes/quote_id/share)

Question

Answer

Can we automate the quote links delivery through our CRM?

You can embed the share link in emails sent via your CRM (Salesforce or HubSpot). CRM workflows comes in handy to automate customer notifications with • Pre-filled customer details • Embedded buttons linking to the quote

Can we embed the quote link directly into emails sent from MonetizeNow?

At the moment, embedding buttons or pre-populated fields directly in emails isn't supported. The share link must be manually copied from MonetizeNow and added to your external emails.

Can we use APIs to automate quote sharing?

Absolutely. You can leverage our APIs to generate and distribute share links as part of your automated quoting and renewal processes.

POST (/api/v1/quotes/quote_id/share)

FAQs - Sharing Quotes

Question	Answer
Why don't I see the "Externally" share option on my quote?	The Externally sharing option becomes available only after the quote has reached an APPROVED or SENT status. If your quote is still in draft or pending approvals, this option will not appear.
Can I control when external sharing becomes available?	This is currently tied to the quote status. Once the quote is formally approved or sent to the customer, MonetizeNow enables the secure external sharing option by default, no manual toggle required.
Where do I find the share settings?	Click the Share button at the top right of the quote screen. You'll see options for: Internal Access (within your org) & External Access (viewable by customers once enabled)
What does the expiration date do in external sharing?	You can set an expiration date for the external quote link. After that date, external users will no longer be able to access the shared quote. This adds a layer of security and urgency.
Why would this be status-gated?	To prevent premature sharing of incomplete or unapproved quotes. This ensures only finalized, customer-ready quotes are externally accessible.