Shared proposal
What it's for
A shared proposal is a quote sent as a link. The customer opens it, reads what is being offered, and approves it — no account, no password, no portal login. It is the fastest path from a technician's recommendation to a signed job.
Your customer opens it from the link you send. The route is /p/<token>.
Tabs
The page has no tabs. It is the proposal.
Panels and controls
- The options on offer, each itemised, so the customer can compare rather than being handed one number.
- The terms — the install window and the warranty offered.
- Request financing info where your shop offers financing. A customer who balks at a total often accepts a monthly figure, and asking for the information is a lower-commitment step than approving.
- Approve this proposal accepts it. That acceptance is recorded against the proposal in your office immediately, ready to convert into a work order, agreement, project, or invoice.
Nothing on the page shows your cost or margin. It shows what was quoted.
Link handling
A share link is the only way in, so treat it the way you would treat the quote itself. Links can expire, and an expired one says so rather than showing a broken page.
What it accepts
| Field | Format | Required | Rule |
|---|---|---|---|
| Approve | A single action | Yes, to accept | Recorded against the proposal in the office app |
| Option selection | Pick one, where several are offered | Yes, where the quote has options | Approving selects that option |
| Financing request | A single action | No | Signals interest without committing |
How to configure it
- Proposals settings decide the terms, the validity period, and how options are presented.
- Deposits settings decide whether a deposit is requested on acceptance.
- Financing options come from your shop's configuration; where none is set up, the request control does not appear.
- Branding settings decide how the page looks.
Who can see it
This page opens from a secure link you send — no login, no account. Anyone holding the link can open it, and the link is the only way in.
Your staff see the internal version on the proposal record.