Quote Pricing & Totals
Sent Quotes and Customer Responses
Send or share a quote with its scope, prices, expiry, and accept or decline actions, then follow the customer's response.
See it in BuildVision AI
Public quote review
Share a Secure quote review that can be password protected, downloaded as PDF, accepted, declined, and optionally signed, with clear missing, revoked, and retry states.
- Branding, markdown, and Download PDF
- Password gate and retry states
- Acceptance and signature
What you'll accomplish
Track a sent quote without labeling it an invoice.
Steps
- Send or share a saved quote.
- The customer opens the public quote and reviews bill-to, project, scope, line items, and total.
- Record viewed, accepted, or declined state where available.
What to expect
- The public document calls itself a quote and displays a quote number.
- Expiry and optional acceptance/signature guards are visible.
- No payment collection follows acceptance in the current surface.
Good to know
BuildVision AI does not currently create invoices, invoice numbers, progress bills, receivables, payment reminders, or payment links.