Before you start
Prerequisites and permissions
Have ready
- A Customer record.
- Accurate scope, line items, tax treatment, and terms.
Access rules
- Staff need Quote management access.
- Customers need live Portal access to the exact published Quote.
Where to find it
Navigation map
- Quotes
- Quotes
- Customer Quotes
- Customer Portal → Quotes
Walkthrough
Step by step
- 01
Build the working Quote
Add clear line descriptions, positive quantities, unit prices, tax treatment, scope, and terms.
- 02
Review the calculated totals
Check subtotal, tax, and total from the line items. Do not override financial truth with a manually typed total.
- 03
Publish the customer version
Create the saved, read-only publication only after review. Later draft edits do not rewrite the document the customer received.
- 04
Share through an authorised path
Use secure delivery or the Customer Portal. Do not copy internal working URLs.
- 05
Record the customer decision
An eligible customer can accept or decline once. The decision updates Quote evidence but does not automatically schedule a Job or collect Payment.
Troubleshooting
If something does not look right
The customer sees an older document.
Check which publication is current. A PDF is a frozen document and should not be confused with the editable working Quote.
Accept or decline is unavailable.
Confirm the selected business, Portal relationship, publication eligibility, and whether a decision already exists.
Keep going