Managing Shared Quotes

Managing Shared Quotes

Keep track of all quotes you've shared.

Viewing Shared Quotes

Access shared quotes from:

• The scenario they were created from
• Quote management section

Quote Information

For each shared quote:

• Creation date
• Products included
• Share link
• View count

Editing Shared Quotes

Currently, shared quotes cannot be edited. To make changes:

1. Update the scenario
2. Create a new quote
3. Share the new link

Revoking Quotes

To revoke a shared quote:

1. Open quote management
2. Find the quote
3. Click "Revoke"
4. Confirm deletion

Revoked quotes show an error when accessed.

Quote Best Practices

Timely Sharing
Share quotes quickly while the client is engaged.

Multiple Options
Include 2-3 products for comparison.

Follow Up
Contact clients after sharing to discuss.

Update Promptly
If rates change, send updated quotes.

Track Outcomes
Note which quotes convert to applications.