Quote Share — MonetizeNow Docs

What Is Quote Share?

Quote Share generates a branded portal that lets your customers review a Quote. The portal presents your Quote in a clean, professional layout ready for customer review and acceptance.

Before accepting, customers can update the details that matter most to their procurement process:

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Billing Details

Update the billing contact name, address, and company information tied to the Quote.

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Shipping Address

Confirm or change the shipping details before the Quote is accepted and processed.

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PO Number

Enter a purchase order number that will be associated with the Quote and downstream invoices.

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Payment

Optionally require a payment from your customer before the quote is processed.

Collect Payment Before Quote Processing

When Collect payment before Quote processing is enabled, the first invoice on the billing schedule is charged at the moment a customer clicks Accept Quote. The Quote is only processed once payment succeeds. If payment fails, the Quote cannot be accepted.

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Works with or without e-signature Payment collection triggers on Quote acceptance regardless of whether e-signature is enabled on the Quote you've sent to the customer.

Enabling the Setting

Navigate to Settings › Quote Settings › Quote Share and enable the toggle.

Settings › Quote Settings › Quote Share

Require payment method

Customers must add a payment method before accepting a Quote.

Collect payment before Quote processing

When enabled, the customer must make the first payment before the Quote is processed.

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Recommended: Also enable "Require payment method" If Collect payment before Quote processing is on but Require payment method is off, the customer may not have a payment method on file when they attempt to accept the Quote. Enable both settings together for a smooth payment experience.

How It Works

The payment and acceptance flow is handled on the backend for full transactional control. Here is what happens when a customer accepts a Quote with this setting enabled.

Quote Acceptance Flow

Customer clicks "Accept Quote" MonetizeNow calculates the amount of the first invoice on the billing schedule.

First invoice amount evaluated If the first invoice amount is $0, the Quote is processed immediately and no payment is attempted. If the amount is greater than $0, payment is collected immediately regardless of the invoice's bill date.

Payment attempted MonetizeNow charges the first invoice amount against the customer's payment method on file.

Success Payment succeeds → Quote is processed. If Quote processing subsequently fails, the payment is automatically voided.

Failed Payment fails → Quote cannot be accepted. The customer must resolve the payment issue before retrying.

Bill Date Behavior

The first invoice is charged at the time of Quote acceptance even if the billing schedule has the first bill date set in the future or in arrears. The bill date on the invoice itself is not affected.

Automatic Payment Reversal

If payment succeeds but the Quote acceptance flow subsequently fails, MonetizeNow automatically reverses the charge. Customers are never billed for a Quote that was not successfully processed.

Scenario	Outcome
Payment succeeds, Quote processes successfully	No reversal. Quote is active and billing proceeds normally.
Payment succeeds, Quote processing fails	Payment is automatically voided. The customer is not charged.
Payment fails	Quote acceptance is blocked. No reversal needed.
First invoice amount is $0	No payment attempted. Quote processes immediately.

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Void vs. Refund Payment reversals use a void rather than a refund where supported. Voids cancel the charge before settlement, so funds are never debited from the customer's account. Whether a void or refund is issued depends on the timing relative to payment settlement.

Using the Quote Share API

This feature is fully supported via the Quote Share API. Pass collect_payment_before_processing: true when creating or updating a Quote Share configuration. The same payment collection and reversal logic applies.

// POST /v1/quote-share { "quote_id": "qt_xxxxxxxxxxxxxxxx", "require_payment_method": true, "collect_payment_before_processing": true }

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Recommended API configuration Set both require_payment_method: true and collect_payment_before_processing: true together to ensure customers have a valid payment method before reaching the acceptance step.

FAQs — Sharing Quotes

Question	Answer
Why don't I see the quote share option on my quote?	The "Quote Share" option becomes available only after the quote has reached an APPROVED status. If your quote is still in draft or pending approvals, this option will not appear.
Can I control when quote share becomes available?	This is currently tied to the quote status. Once the quote is formally approved, MonetizeNow enables the quote share option by default as long as your admin has enabled it in quote settings.
What does the expiration date do in external sharing?	You can set an expiration date for the quote share link. After that date, external users will no longer be able to access the shared quote. This adds a layer of security and urgency.