BUYER ACTION HAPPENS ON THE QUOTE
Buyers can accept the quote or request a revision from the same page they review.
SHARED ONLINE QUOTE
Replace attachment back-and-forth with one shared quote page
Buyers can review, accept, and request changes on the same page instead of sorting through email threads and attachments.
THE LATEST VERSION STAYS VISIBLE
The buyer opens one live quote page instead of guessing which file is current.
RESPONSES STAY ON THE SAME RECORD
Customer feedback stays with the quote instead of getting split across email threads.
BUYER ACTION CLOSED LOOP
See how buyer actions become internal team state
Switch between the buyer-facing page and the internal record to see how online quoting keeps both sides aligned.
BUYER PAGE
The buyer works on one live quote page
Instead of confirming versions over email, the buyer can act on the same page where the quote is already visible.
View current version
Accept quote
Request revision
VISIBLE ON THE PAGE
Quote status
Current version visible
Buyer action
Review in place
Export option
PDF available
Team record
Buyer actions turn into follow-up context for the team
Once the buyer requests a change or accepts the quote, the same action updates the internal record instead of getting buried in a mailbox.
Revision requested
Buyer viewed
Follow-up ready
Updated on the record
Quote status
Revision requested
Buyer activity
Viewed 18 min after send
Next action
Prepare Revision 3