Before you begin
Who this is for: Owners, admins and managers with Quoting access.
A saved, issued, unexpired quotation revision that you have previewed.
1. Preview the customer view
Open the saved quotation and select Preview customer quotation. Check the company identity, customer, parts, quantities, final price, currency and terms. Internal cost rates and margin do not appear in this view.
2. Issue and create the link
Select Mark issued for a draft. Under Customer approval, choose Create / replace approval link and confirm. The quote must be the latest issued, unexpired revision.
3. Copy and share privately
Select Copy link and send it to your customer using your usual email. Creating the link does not send email. Anyone holding it can view the quote and submit its first response, so do not post it publicly. Copy it before leaving; the full link cannot be retrieved later.
4. Review the response
Open the quote and select Refresh responses. The history shows the decision, supplied name and email, response time, optional PO number and message. Acceptance marks the quote accepted; a decline marks it declined. A change request leaves it issued but closes the response form for that link.
5. Handle changes or revoke access
For pricing or quantity changes, save and issue a new revision. Its previous approval links become unavailable. To withdraw access, choose Revoke links. Creating a replacement link also disables earlier links for that revision. A link expires at the earlier of quote expiry or 30 days after link creation.
Check your result
The response is visible in Customer approval after refreshing. This records a customer decision; it does not collect payment. The submitted email is self-declared, not verified identity.