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:

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

How to Share a Quote Link

1. Go to Quotes
2. Select the approved quote you want to share
3. Click Share on the right-hand side
4. In the Share modal:
   • Under External Access, set an Expiration Date (optional)
   • Click Share >> Copy Link
5. 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