A buyer-configurable shared quote — optional lines, editable quantities, accept and pay inline
The shared link is a live page the buyer can interact with.
When you share a quote, the buyer opens a clean, branded web page — not a static PDF. The page can let the buyer configure their order before they accept: toggle optional lines, adjust quantities within the limits you set, and choose between alternatives. The total recalculates live as they make choices, so the figure they accept is the figure they configured.
Control exactly how much the buyer can change.
You build all of this in the quote's Line items editor when you create or edit the quote — there is nothing extra to turn on. A standard line behaves the same as it always has; the controls below are what turn a plain line into something the buyer can configure.
On any line, switch on Optional for buyer. The buyer can then include or exclude that line on the shared page, and the total adjusts as they do. A newly optional line starts out selected by default, so the buyer sees your recommended configuration first.
Once a line is optional, you can also set Min qty and Max qty. The buyer gets a quantity stepper that clamps to the range you entered (for example a minimum of 1 and a maximum of 50 seats). Leave either field blank to leave that end unbounded.
To make the buyer pick exactly one of several options, group the alternatives into a section, then tick Choose one (multiple-choice)on that section. Put the alternatives (for example Standard support and Premium support) in that section as optional lines — the buyer sees them as a single “choose one” group and can only select one.
The buyer signs and pays in one flow.
When the buyer is happy, they accept directly on the page — entering their name as a signature. If you have Stripe Connect enabled and the quote has a deposit or pay-now amount, the buyer can pay in the same flow. Acceptance records who accepted, when, and what they configured, and fires the quote-accepted notification to your team.
When the buyer accepts and pays a deposit, the invoice they receive is for the full order total, itemized with the lines they selected. The deposit is due now and the balance sits on the same invoice as a scheduled milestone, so the buyer sees the whole order and what is left to pay. See Quote to Invoice for the full behavior.