Docs / Quoting & booking requests / The public accept page

The public accept page

What the client sees when they click the quote link. No login required. Acceptance, optional upsells, and decline flow.

4 min read · Updated Apr 22, 2026

Every sent quote has a public URL of the form /q/{48-char-token}. The token is unguessable; the URL is safe to paste into a message or email.

What the client sees

  • Your business name, logo, brand color at the top.
  • The quote number and the valid-until date.
  • A line-item table: description, quantity, unit price, line total.
  • Any optional items with a checkbox to add.
  • Subtotal and total, updating live as they check/uncheck optional items.
  • "Accept" and "Decline" buttons.

When the client accepts

  1. They check any optional items they want to add.
  2. They click Accept.
  3. If you have deposit collection configured (Stripe Connect + deposit_cents on the quote), they enter a card.
  4. The quote flips to accepted status.
  5. You get a notification in your inbox + audit log.

When the client declines

They click Decline. An optional textarea asks for a reason. Submitting marks the quote declined. You see the reason on the quote detail page.

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Capture decline reasons even when they are not flattering. "Price is too high" and "Went with cheaper competitor" are the two most-common; knowing which is which tells you whether to adjust pricing or differentiation.

First-view tracking

When the client opens the public URL, the status flips from sent to viewed on the first visit. Subsequent visits do not re-trigger. This gives you a signal: "quote has been seen but not acted on" vs "quote has not been opened."

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The accept token is single-use for the accept action but multi-use for viewing. A client can open the URL multiple times. They cannot accept twice — a second accept attempt returns a "Already accepted" page.

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