Public Quote Links

A quote you send from SolaBooks can be accepted or declined by the customer online — no account needed. This turns "did you get my quote?" phone calls into a recorded yes/no with a timestamp.

Sending a quote for acceptance

Open the quote (it must be a draft or already sent).
Click Send.
The customer receives an email with the quote PDF and a secure link.

Sending moves the quote to Sent. Re-sending the same quote invalidates the previous link and issues a fresh one, so only the latest email works.

What the customer can do

The customer opens the link and sees the quote — line items, totals, and validity — with a Download PDF option and a Quote Response section:

Accept Quote — they tick I confirm acceptance (in the portal the wording is "I confirm I am authorized to accept this quote."), optionally add their name, and confirm.
Decline Quote — records the rejection.

An expired quote shows "This quote is expired and no longer accepts responses." instead of the buttons.

What happens next

The quote status changes to Customer Accepted or Customer Declined the moment the customer responds. Opening the quote first shows Customer Viewed.
The quote's activity history in SolaBooks records who responded, when, and how.
After acceptance, your team can Convert to Invoice or Convert to Sales Order. Quoted prices are preserved on conversion.
A response is final from the customer's side — the link can't be used to flip the answer. Talk to your team if a customer changes their mind.

Recording a response on the customer's behalf

If the customer accepts by phone, email, or in person instead of clicking the link, staff can use Mark as Accepted or Mark as Rejected on the quote. This records how the response was received (phone, email, in person, and so on) and lands the quote in the same status as an online response. Responding to an expired quote this way needs a user with the right access.

Link expiry

The acceptance link stays valid until the quote's own expiry date. If the quote has no expiry date, the link lasts 14 days from sending. To give the customer more time, update the quote's expiry date and send it again — a fresh link is issued.