What the customer sees

The email has the quote as a PDF and a link to a page showing Quotation from your company.

On that page they can:

• read the lines and the Total inc. VAT,
• tick any Optional extras they’d like added, and see the new total,
• Download PDF,
• select Accept quote: they enter Your name, add Your order number if they have one, sign, and tick I accept this quote and its terms.,
• or select Decline and tell you why.

They never see your costs or margins.

When the link stops working

The link closes when the quote is accepted, declined, expires, is cancelled or replaced by a new version. The page then says so and asks them to use your latest email or call you.