Sending a quote and the customer's link

Why

A quote is only worth something once the customer can read it and answer it.

How

Open the quote, check the lines, the totals and Valid until, then choose Send.

Send

1. 1
   Step 1.

   Choose Send. The email goes to the address you enter. With none entered it goes to the quote's contact. Failing that it goes to a contact on the customer, the primary one first. With no address to send to, the send is refused.

2. 2
   Step 2.

   The PDF is rendered in your brand and stored, the email is sent with the link and the quote moves to sent.

3. 3
   Step 3.

   Resend sends it again. A quote that has been replaced by a newer version cannot be sent.

In a round tool workspace the email also carries one customer drawing for each tool and only a real send marks the quote sent.

What the customer sees

The link opens /q/<token>: no sign in, in your brand colour. The customer sees each line with its quantity and amount, the subtotal, any discount, the VAT and the total. They can Download PDF. Requirements noted on a line are printed under it.

What the customer can do

• Accept quotation, then Confirm acceptance, with an optional PO reference and an optional PO file (a PDF, an image or a spreadsheet). The quote is marked accepted, an order is raised and your workspace is told.
• Decline, then Confirm decline, with an optional reason for you.
• Nothing, on a quote that is expired, decided or replaced: it shows no actions.

Two people accepting in the same moment raise one order, never two. The link is rate limited and the first time it is opened is recorded on the quote's history.