FOCUS 01⊙
Customer quote page
Commercial summarySample document area
Commercial summary
Show quantity, amount, discount, tax and total with line-item context.
Quotes / Sharing and customer responses
Customer quote pages: review, accept or request changes
Show items, terms and project references on a shared quote page, then collect acceptance, revision requests or rejection through the relevant flow.
PRODUCT VIEW
See how it works.
Give customers a quote page showing the line items, revision, status, validity period and language. Subtotal, tax, discount and total appear with payment, delivery, scope and exclusion wording. Eligible project references and PDF download are available. Customers can respond after completing the required information and acceptance steps.
EXPLORE THE PRODUCT
Sample viewCustomer quote page
Content fields
01Customer and company
02Quote / contract type
03Scope and line items
04Payment and delivery
05Terms
Hubz.SAMPLE DOCUMENT
Customer quote page
Prepared for a sample company.
Commercial summary
Terms and validity
Optional item distinction
Review the work included and its terms.
01Prepare the quote
02Share the review link
03Collect the response
FROM NEED TO OUTCOME
Where this helps.
Sending only an attachment can leave you tracking separately which version the customer reviewed and what kind of response they want.
WHAT YOU CAN WORK TOWARDS
Keep the quote scope on a reviewable customer page and assess the response type against the relevant record.
STEP BY STEP
How to use it.
- 01
Prepare the quote
Review items, validity, language, terms and shareable references in the studio.
- 02
Share the review link
Let the customer view the scope and PDF on the relevant quote page.
- 03
Collect the response
Record acceptance, revision requests or rejection with customer notes and required acceptance fields.
INSIDE THE MODULE
What can you do?
FOCUS 02▤
Customer quote page
Terms and validitySample document area
Terms and validity
Keep payment, delivery, exclusions and validity wording on the same page.
FOCUS 03↗
Customer quote page
Optional item distinctionSample document area
Optional item distinction
Clearly present existing optional items separately from the total and acceptance scope.
FOCUS 04◇
Customer quote page
PDF and referencesSample document area
PDF and references
Include PDF download and eligible real project references in quote review.
FOCUS 05⌁
Customer quote page
Customer responsesSample document area
Customer responses
Use acceptance, revision request and rejection options with their required information and confirmation steps.
IN EVERYDAY WORK
What it looks like in practice.
The customer accepts the general scope but wants a change to one item.
Assess the revision request in the quote's own context and prepare the next version.
Scenarios are illustrative; they are not customer testimonials or measured performance claims.
KNOW WHAT IS INCLUDED
Plans, permissions and limits.
Included in Professional and Business as part of quote management, subject to sharing and action conditions.
- Quote acceptance is not payment collection, service activation or a general electronic signature process.
- Sharing links must be sent carefully to the relevant customer.
YOUR QUESTIONS
About this feature.
01Can the customer only accept?+
The current page offers acceptance, revision requests and rejection, with the necessary information and confirmation fields for each action.
02Are optional products considered accepted?+
The current optional-item explanation separates them from the total and quote acceptance scope. Adding them requires separate written acceptance.
RELATED WORKFLOW GUIDES
You may also need these features.
Quote studioPrepare quick-price, service or project, product, subscription, revision and package quotes with customer, line-item and template context.↗Project referencesPrepare references with company and project name, industry, website, summary and results. Add eligible examples to quote previews and PDFs.↗Contract managementManage contracts, addenda and revisions with quote matching, draft status, archiving and export tools.↗
MODULES THAT WORK TOGETHER
Explore related modules.
01↗02↗03↗
Sales pipeline
Track potential work, the customer relationship and its sales stage in the same view.
Product and service catalog
Organize product and service names, descriptions, prices and commercial details in a catalog connected to quoting.
Quotes and contracts
Record the products and services offered to a customer in quotes, and organize contract drafts, revisions and archives together.