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Quote Portal gives the customer one protected place to review an estimate and respond. It works beside the ordinary quote PDF and manual status actions, so you can choose the sharing method that fits each customer.
Quote Portal is available when it is included in your workspace plan. If you do not see the action on a quote, check Settings → Account or ask the workspace owner about plan access.

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What the customer can do

After verification, the customer can:
  • Review the quote items, prices, adjustments, dates, and total
  • Download the same branded quote PDF available inside the CRM
  • Approve the current revision
  • Decline the current revision
  • Request changes and include a required comment
The customer response updates the quote status and appears in your portal activity. Your team also receives a notification with the quote number and customer name.
Quote Portal approval is a recorded response to an exact quote revision. It is not an electronic signature, and it does not convert the quote to an order.

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Before you publish

Confirm that the quote has:
  • The correct customer and vehicle
  • The final services, quantities, discounts, fees, and tax
  • A valid date and expiry date when you use one
  • At least one customer phone number or email address for verification
The portal uses the contact details saved with the published revision. A customer cannot replace the destination with a different phone number or email address from the public page.
1

Open Quote Portal

Open the quote, choose Quote Portal, and review the current quote status.
2

Publish the quote

Choose the link expiry and publish. The CRM freezes the customer-visible quote as a revision and prepares its PDF. Publishing moves the quote to Sent.
3

Choose a delivery method

Use Copy link, Send by text, or Send by email. Text delivery uses your workspace SMS allowance. The link is also shown as selectable text, so you can copy it manually if clipboard access is unavailable.
4

Follow the response

Return to Quote Portal to see views, sends, PDF downloads, the current response, and Portal activity. On mobile, tap the activity heading to expand the list.

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Customer verification

Before verification, the page shows only your business identity, a general explanation, and masked contact choices. It does not reveal the customer name, quote number, line items, totals, comments, or PDF. The customer chooses an available method:
  • Text message sends a one-time code to the saved phone number
  • Email sends a one-time code to the saved email address
After a correct code, the protected quote opens in that browser. Codes expire, and repeated failed attempts or rapid resends can temporarily lock verification.

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Responses and quote statuses

Your team can also mark a quote Accepted manually. Both customer and staff acceptance are recorded against the current quote content rather than treated as approval of every future edit.

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What happens when you edit an approved quote

You can continue editing a quote after acceptance. The CRM protects the approval record instead of locking the quote permanently.
You normally do not need to send a different URL after correcting a quote. The existing link follows the newly published revision. If the verification contact changed, the customer must verify the new destination.

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PDF consistency

The portal does not use a separate quote design. Download PDF produces the same ordinary branded quote PDF as the staff quote action, with a readable filename based on the quote number and customer name.

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Revoke access

Choose Revoke link when the customer should no longer be able to open the portal. Revocation stops that link from serving the quote. If you later need a customer portal again, publish a new link and send the new URL. Revoking a link does not erase historical revisions, responses, approvals, or activity from your workspace records.

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Troubleshooting

Confirm that the quote is saved and your workspace plan includes Quote Portal. Check Settings → Account for plan access. Your staff role must also be allowed to work with quotes.
Add the missing phone number or email address to the customer, save the quote, and publish or refresh the portal document. Delivery and verification only use contact details stored by the CRM.
Save the edited quote, then choose Refresh portal document to publish the replacement. The same link will open the new revision after it is published.
Confirm the masked destination with the customer, wait for the resend cooldown, and try the other available channel. Repeated failures can temporarily lock verification. If delivery still fails, contact support with the quote number — never send an OTP or the customer link in a support screenshot.
Customer-visible content changed after it was accepted. The previous approval remains in history for the exact version reviewed, but the new scope or price needs a new decision.

Quotes

Build estimates, manage statuses, and convert accepted work.

Quotes on mobile

Manage quotes and their portal from the native app.

Account & Billing

Check which modules and entitlements your plan includes.

User & Security

Manage password, sign-in, and two-factor authentication.