The Customer Quote View: Accept & Reject

Sending a quote to your customer#

Open a saved quote and click Send Quote. The CRM emails the customer a message with the quote PDF attached and a "View Quote" button that opens a secure online version — no login required. The send is logged on the quote's timeline.

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The subject and greeting are pre-filled for you (e.g. "Quote 0000001"), and you can edit the message before sending. You can also schedule the send for later.

What the customer sees#

The "View Quote" link opens a clean, branded page showing your company name and logo, the line items, totals, terms, and notes. The first time they open it, the CRM records a "viewed" event so you know they've seen it.

Accepting or rejecting online#

From that same page the customer can Accept or Reject the quote (optionally leaving a note). This can be done once:

Accept → the Quote Status moves to a won stage (e.g. Confirmed / Closed (Won)).
Reject → the status moves to Closed (Lost).

Either way, the quote owner is notified by email, and the decision (with date and any note) is stored on the record.

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You don't have to wait for the customer to click — you can also record their decision yourself from the quote (Accept/Reject) if they reply by phone or email.

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Need to share the link again without re-sending the email? Use the quote's copy-link action to grab the same secure URL.

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