View online
Open the shared Quote or Invoice in a customer-ready page.
Quoinvo help
Send a document with a clear next step.
Secure customer links keep the document experience focused on the Quote or Invoice you chose to share.
Share a supported document
Review the document first
Confirm the customer details, scope, totals and PDF before sharing an issued document.
Use the sharing control
Create a secure customer link from the supported Quote or Invoice workflow.
Send the link
Share the link using the communication method you normally use with the customer.
Track the response
Supported Quote links can collect Accept or Decline from the customer page.
What customers can do
Download or print
Use the document actions available from the shared customer page.
Respond to a Quote
Where supported, select Accept or Decline directly from the shared Quote page.
Still need a hand?
Tell us what you were trying to do and what happened.