Quote Sharing and Tracking

The problem

Quotes sent as email attachments disappear into inboxes: sales cannot tell whether anyone opened them, and old copies keep circulating after prices change. Forcing buyers to create accounts just to read a quote adds friction at exactly the wrong moment.

How it works in Neblex CPQ

Neblex CPQ issues a separate share link for each recipient. Buyers open a public quote view and download the PDF without logging in or creating an account, so the path from send to read stays short.

Each link carries an expiry date and an access count, so sales sees which recipients opened the quote and how often, and stale links stop working on schedule. Because links are per recipient, you know who engaged, not just that someone did.

Quote locking keeps the shared content stable while it circulates, and revision snapshots preserve exactly what each version said. When the deal advances, the same record carries approvals, signature, and the final outcome.

Step by step

1. 1
   Generate recipient linksCreate a share link per recipient so engagement is attributable to a person, not an email thread.
2. 2
   Set link expiryGive each link an expiry date so outdated quotes stop being viewable on schedule.
3. 3
   Buyer opens the quoteThe recipient views the public quote page and downloads the PDF with no login and no account.
4. 4
   Watch access countsCheck how many times each recipient opened the link and time follow-up accordingly.
5. 5
   Lock the quoteLock the quote so the shared version cannot drift while the buyer evaluates it.

Platform capabilities used

• Per-recipient share links
• Link expiry dates
• Access counts per link
• Public quote view without login
• PDF download without login
• Quote locking

Common questions