The client's quote page

Every quote has a private page for the client. They open it from the link you send, with no login, on a phone or a computer. It carries your logo, your website and your phone number.

What the client sees

• The quote number and its subject (or "Your event rental quote").
• Event date, Delivery, Pickup, Venue, Prepared for and Valid until, plus any of your own fields set to print.
• The Items. Each optional add-on has Add to my order and No thanks.
• Pictures of the 3D layout, if you chose Client sees it when you attached them.
• The totals: subtotal, damage waiver, any discount, delivery, sales tax and the total, with the deposit and when the balance is due.
• Your Client notes and your terms.
• Accept and sign. See Sign and pay.
• Download PDF, and your phone number to call with questions.

See it as the client does

1. Open the quote and the Money tab.
2. Press Preview beside the link.
3. A note at the top reminds you that you are signed in as staff, and your visit does not mark the quote as viewed.

Good to know

• Until the quote is sent, the page only says the quote is not ready yet.
• An add-on the client leaves unchosen is not included when they sign. The page tells them so before they sign.
• Once signed, the page thanks them and says what happens next. A quote that was booked shows their order and, if your company allows it, the deposit to pay.
• A closed quote tells the client it is closed and to contact you. An expired quote says so and asks them to contact you for an updated one.
• Links stop working a set number of days after the event: Client links stop working this many days after the event (0 = never) under Settings, Sales, Orders, Booking.
• New link on the Money tab makes a fresh link. The old one stops working at once, for example if it went to a wrong email address.

If something goes wrong

• The client sees "This link is not valid." The link was replaced by a new one or copied wrong. Send the current link from the Money tab.
• The client sees the link has expired. Press New link and send it again.
• The client cannot sign. They must type their name, draw a signature and tick both boxes. See Sign and pay.