What your customer sees: their quote page

When you send a quote, your customer gets an email or text with a link. The link opens their own quote page. No app, no login: the link is their key. Here's what they see.

The quote page

At the top: your business name and logo, the job and the total.

Below that, the price in as much detail as you chose when you sent it: Full breakdown, Section totals or Total only. See what your customer sees. Your Saved wording (warranty, terms, about us), photos and your note to them sit with it.

If you added optional extras, quantities they can change or pick-one choices, they show here with one total that moves as they tick and pick. See optional extras.

If you sent good, better and best options, they pick one and the total follows. See good, better, best options.

They can save a PDF copy, and tap Ask a question to send you a message about the quote. Their question shows up in Needs you on your Today screen.

Accepting

They tap Accept this quote. How they confirm depends on what you picked in Settings → Quote defaults → How customers accept: typing their name, typing their name and ticking a box, or a signature (drawn or typed). Karven records their name and the time either way. If you turned them on, they can also add an order or reference number, or a comment.

When they accept, what they chose (extras, quantities, options) is locked in.

Paying the deposit

If the quote has a deposit and you've connected Stripe, they can pay it straight away by card, Apple Pay or Google Pay. If you've set up payment plans, they can choose to pay in stages instead. They see a confirmation once it's paid, and you see the payment on the quote.

No card payments? They can still pay the deposit by bank transfer or PayID. Once they accept, the quote shows "How to pay" with your bank details from Settings → Getting paid and the quote number as the reference. When the money lands, record it on the quote so it shows as paid. No bank details saved yet? It tells them you'll be in touch about the deposit. See Getting paid.

During the job

After they accept, the same link keeps working:

• Progress. Photos you add as the job goes, and where the job's up to.
• Changes. If you raise a variation, they see what's changing and the new total, then approve and sign it, or decline it. Approved changes update the contract total.
• Questions. The message thread stays open.

What your customer never sees

• Your cost, your markup or your profit, on any setting.
• Your private note or the internal page of your own PDF.
• Your other customers, other quotes or your Today screen.