Quote Viewer

The Quote Viewer is the interface your clients see when they receive and interact with your quotes. It serves dual purposes: as a Preview Mode for you to review before sending, and as the live client-facing view where recipients can accept, decline, and interact with quote options.

Two modes of the Quote Viewer

Preview Mode (Merchant View)

Use Preview Mode to see exactly what your client will see before sending the quote.

How to access:

Create or edit a quote in the Quote Editor
Save the quote (required before preview is available)
Click the Preview button in the top toolbar

What you’ll see:

A prominent banner at the top stating “Preview Mode - This is how your quote will appear to recipients”
A Back to Quote Editor button to return and make changes
The complete quote as your client will see it
All interactive elements (optional items, multiple choice selections, option packages) are functional for testing

Why use Preview Mode:

Verify branding, colors, and logo appear correctly
Test interactive elements (optional items, multiple-choice selections, option packages)
Check that line items, descriptions, and pricing display accurately
Ensure totals and GST calculations are correct
Review the overall professional appearance before client delivery

Public/Shared Mode (Client View)

This is the live, interactive version clients access via the unique share link sent to them.

Your client’s selected options and quantities become the accepted agreement. After acceptance, those controls are locked, and later invoices and accepted quote PDFs use the saved choices. If you revise the quote, the client must review the new offer before accepting it again.

How clients access it:

Clients receive an email with a secure link (e.g., https://platform.rebased.app/quotes/shared/{share_token})
Or you copy the Share Link from the Send Quote panel and send it via your own channels
No login required - the link provides direct access

Security features:

Each recipient receives a unique share link to the quote
Anyone with that link can open it, so share it only with the intended recipient
Access can be revoked by withdrawing the quote
A link may have its own expiry; the quote’s Valid Until date separately limits acceptance
If a link is expired, withdrawn or invalid, ask the sender for a current link

Quote Viewer layout and elements

Header section

Quote identification:

QUOTE - XXXX: Prominent quote number (e.g., QUO-1001)
Date: The sent date you configured in the editor
Expiry notice: Visual indicator showing when the quote expires (e.g., “Expires Mar 25, 2026”)

Business branding:

Your business logo (if uploaded in branding settings)
Business name and contact details
Email, phone, and physical address
All pulled from your selected brand template

Sender and recipient information

FROM section:

Name and email of the team member sending the quote
Pulled from the From field in the Quote Editor

TO section:

Recipient name and email address
Client business name below the contact
Multiple contacts appear stacked if you added more than one

Quote title and actions

Title:

The full quote title as entered in the editor (e.g., “Website Build Quote - Docs Test”)
Displayed as a prominent heading

Download PDF button:

Located at the top right of the quote content
Generates and downloads a PDF version of the quote
Clients can save this for their records or internal approval processes
PDF includes all branding, line items, and totals

Line items and sections

Each line item from your quote displays with:

Service/Product name:

Heading showing the item name (e.g., “Website design and setup”)

Description:

Full description text explaining what’s included
Rich text formatting preserved from the editor

Attachments:

Files added via ”+ Add files” in the editor appear as downloadable links (merchants can also download these same files from the Quote Editor on accepted/read-only quotes)
Images may display inline if configured

Pricing details:

Unit price (e.g., “$1,500.00”)
Quantity (e.g., ”× 1”)
Line total calculated automatically

Section organization:

If you created sections in the editor, visual separators group related items
Section subtotals display if configured

Interactive elements (when configured)

The Quote Viewer supports several interactive features you can configure in the editor:

Optional Items

What clients see:

A checkbox next to optional line items
Items open with the default inclusion set on the quote; review each checkbox before accepting
Real-time total updates when checked/unchecked

How it works:

Client toggles the checkbox to include/exclude the item
Quote total recalculates instantly
Final acceptance includes only selected optional items

Example use case: Offer add-ons like “Premium Support Package ( $500)" or "Additional Training Session ($ 300)” as optional selections.

Multiple Choice Groups

What clients see:

Radio button groups for mutually exclusive options
Clearly grouped visually with mint-colored borders
Prices displayed for each option
One selection required per group, with the offered default already selected

How it works:

Consecutive multiple-choice items from the editor form a group
Client selects exactly one option from each group
Quote total reflects only the selected option(s)
Visual highlighting shows the selected choice

Example use case: Present “Standard Website Package ( $2,000)" and "Premium Website Package ($ 3,500)” as radio button options where the client must choose one.

Option Packages

What clients see:

Optional packages: one checkbox for a named package, with member line items listed underneath
Multiple-choice packages: radio buttons for each package alternative (e.g. 600mm kit vs 900mm kit), with each alternative showing its included items and package total
Optional members: if a line inside the package was marked Optional in the editor, it has its own smaller checkbox (only while the package is included / selected)
Totals update when a package is included/excluded, when an alternative is selected, or when an inner optional is toggled

How it works:

Packages are configured in the Quote Editor (⋯ → Make option package… → Make package) or saved on Presets Item Groups
Multiple-choice alternatives open with the package marked Selected in the editor. Clients can still pick a different alternative.
Clients choose the package as a bundle. Required members always come with the package; optional members can still be declined
If the client turns the package off, inner optionals do not apply
On acceptance, only members that still count carry through to the invoice (same filter as webhooks)

Example use case: Offer “600mm Neon” (Letters + LEDs + Power Supply) vs “900mm Neon” as package alternatives, and mark Warranty as Optional inside the selected kit.

Editable Quantity

What clients see:

An input field showing the default quantity
Ability to increase or decrease the value
Real-time total updates as quantity changes

How it works:

Client adjusts the quantity before accepting
Line total and grand total recalculate automatically
Final acceptance uses the client-specified quantity, including zero when allowed by the quote

Example use case: Allow clients to specify how many user licenses ( $50 each) or consultation hours ($ 150/hour) they need.

Totals section

Displayed calculations:

Subtotal: Sum of all line items before tax
GST: Tax amount based on your configured tax rates
Total: Final amount including GST (AUD)

Important notes:

Totals update dynamically as clients interact with optional items, multiple-choice selections, and option packages
Tax calculations respect the tax codes assigned to each line item in the editor
All amounts display in AUD for AU region accounts

Footer

Powered by REBASED:

Branding footer with link to rebased.app
Maintains professional presentation

Client actions: Accept or Decline

The right sidebar provides the primary interaction for clients:

Accepting a quote

Required information:

Full Name*: Client must enter their full name to formalize acceptance
Order Number / Reference (optional): Client can add their internal purchase order number or reference code
Comments (optional): Space for any notes, questions, or special instructions

Accept Quote button:

Disabled until the Full Name field is completed
Clicking submits the formal acceptance
Triggers status change from sent to accepted
Can trigger automatic invoice creation based on your Quote Settings

What happens after acceptance:

You receive a notification (if configured in Email settings)
Quote status updates to accepted in your Quotes list
Client sees a confirmation message
The selected options, packages and quantities are saved and locked
Reloading the accepted quote shows those saved choices; later invoices and accepted PDFs use them
Depending on your On Acceptance Rules setting:
- Create draft invoice: A draft invoice is generated for your review
- Send approved invoice: An invoice is created and sent to the client immediately

If the quote changes before you respond

If the sender revises the offer while it is open, refresh the page and review the new details and total before accepting or declining. Earlier unsaved choices do not carry into the new offer. While the sender is updating the quote, wait for them to finish or ask them to resend it.

Declining a quote

Decline Quote button:

Available as an alternative to acceptance
Client can optionally provide a reason in the Comments field
Status changes to declined in your system
You receive notification of the decline

After decline:

Quote remains in your system for reference
You can modify and resend if needed
Status can be changed back to editing to make revisions

Managing quote interactions

View tracking

When a client opens the quote via the share link:

Automatic tracking:

Viewed status updates to “Viewed” (from “Unopened”)
Viewed at timestamp recorded (first view only)
View count increments with each access
Last viewed at updates with each visit

Where you see this:

Quotes list shows “Viewed” or “Unopened” badge
Individual quote page displays view statistics
Helps you time follow-up communications

Quote expiration

Automatic expiry:

Once the Valid Until date has passed, the offer can no longer be accepted
Client can no longer accept or decline via the viewer
You can extend the date and resend if needed

Manual withdrawal:

You can withdraw a quote at any time from the Actions menu
Status changes to withdrawn
Client access is immediately revoked
Can be reopened as draft if needed

Best practices for Quote Viewer optimization

Before sending:

Always use Preview Mode to verify the complete presentation
Test interactive elements - toggle optional items, select multiple-choice options, switch option packages
Check calculations - verify subtotals, GST, and totals update correctly
Review branding - confirm logo, colors, and contact details display properly
Test PDF download - ensure the PDF version looks professional

Configuring interactive quotes:

Optional items - Use for genuinely optional single-line add-ons, not core requirements
Multiple choice - Group related single-line options (e.g., service tiers) together
Option packages - Use when several lines belong together as one kit (Letters + LEDs + PSU). Mark a member Optional if it should stay optional inside that kit. Preview to confirm package controls and inner optionals
Editable quantity - Enable when clients commonly need varying amounts
Clear descriptions - Ensure clients understand what each option or package includes

Client communication:

Explain interactive features - Let clients know they can select options/packages and see prices update
Set clear expectations - Inform them about expiry dates and next steps after acceptance
Follow up on views - If a quote is viewed but not acted upon, timely follow-up can close the deal
Monitor unopened quotes - Quotes remaining unopened may indicate email delivery issues

Client privacy

Clients see the published offer and their accepted choices. Team notes, internal settings and cost prices stay private. After you revise and resend a quote, the shared view shows the new offer for the client to review.

Mobile use

The Quote Viewer is fully responsive:

Adapts layout for desktop, tablet, and mobile screens
Interactive elements remain functional on all devices
PDF download works on mobile browsers
Touch-friendly buttons and inputs