Quotes let you send a priced offer linked to a deal or contact, then collect an accept or decline on a secure public page. Open Quotes in the portal at https://portal.qr-x.app/crm/quotes.

Choose the Person and their company is filled in for you. You can still pick another company when the quote is addressed to someone else, for example an agency or a parent company. A note under the field shows where the person works, with a link to switch back.

Type in Search QrX products to add a line and pick a product: its name, price excluding VAT and VAT rate are filled in, and the line stays linked to the product. Use Add custom line for anything that is not in the catalog. The totals under the lines update as you type and are calculated again when you save.

Introduction and Terms use the same editor as notes: bold, italic, headings, lists, links, quotes and tables. The formatting appears on the public page and in the PDF.

Drag the grip at the start of a line to put the lines in the order the customer sees them. With the keyboard, focus the grip, press Space, move with the arrow keys and press Space again. Rate cards can be reordered the same way.

Each line has a Billed choice: one time, per month or per year. The customer sees "/ month" or "/ year" after the price, and the totals are shown per period (due once, every month, every year) so a monthly price is never added to a one-time price. Lines with a catalog product also show the product picture next to the name.

Use the tabs above the list to see drafts, quotes waiting for an answer, accepted, declined, or expired and replaced quotes. Click a row, or the eye icon, to open the quote with its lines, totals, texts and the customer's answer. The row icons let you edit a draft, duplicate a quote into a new draft, download the PDF of a sent quote, send a draft and delete a draft or a closed quote.

Tick rows to use the bar above the list: Send drafts, Delete or Export CSV. Rows that an action cannot touch, such as sending a quote that is already sent, are skipped and the result tells you how many.

On the public quote page the customer can add a reason when they decline, for example the price or the delivery time. The reason is optional, and so is the name. You see it in the quote view, and a speech icon next to the Declined status in the list shows that a reason was left.

Send freezes that revision and gives you a public link on portal.qr-x.app (path /q/...). Share the link with the buyer. They can review the lines and totals, then Accept or Decline. Acceptance is an audit record on the quote, not a legal signature. In this release delivery is the public link (no PDF attachment in Message Centre yet).

Draft, sent, viewed, accepted, declined, expired and superseded. Changing a sent quote creates a new revision and supersedes the previous one. Old or revoked links cannot change the quote.

On the public page the customer can write a comment on any line, add a note to their answer, and then accept or decline. Declining asks for confirmation first.

You see the note and the comments in the quote view, next to the rows they belong to. The quote owner and the owner of the deal get a bell notification and a live message in PortalX when the customer answers. Click the notification to open the quote.

Contact QrX support if a buyer cannot open a fresh link, or if an accept did not update the quote status in the portal.

Every quote has a PDF: download it from the quote row or from the Quotes tab of the deal. When a quote that belongs to a deal is sent, its PDF is also saved in the Files of that deal. The public quote page has a Download PDF button.

When a customer accepts a quote on the public page, the deal moves by itself to the first Won stage of its pipeline, if the deal is still open. The stage history shows this move as System. A deal that is already won or lost stays as it is.

In the quote editor, Send saves your changes and sends the quote. In the confirmation, switch on Also message the link to ... to open a new Message centre conversation with the public link already filled in, ready to send. This needs an email address on the person and the Message centre permissions; otherwise the switch tells you why it is off. The public link can only be put in a message at the moment you send, so use the switch then. PDF in the editor saves your changes and downloads a draft PDF that is marked as a draft; a sent quote keeps its own PDF. The same PDF button is in the quote view.