Quote Sharing and Tracking
Share quotes through per-recipient links with expiry dates and access counts, so buyers can view and download the PDF without creating an account.
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
Generate recipient links
Create a share link per recipient so engagement is attributable to a person, not an email thread.
Set link expiry
Give each link an expiry date so outdated quotes stop being viewable on schedule.
Buyer opens the quote
The recipient views the public quote page and downloads the PDF with no login and no account.
Watch access counts
Check how many times each recipient opened the link and time follow-up accordingly.
Lock the quote
Lock 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
Do buyers need an account to view a quote?
No. Each recipient gets a share link that opens a public quote view and allows PDF download without any login. Access ends when the link expires.
Can we tell who actually opened the quote?
Yes. Links are issued per recipient and each one records an access count, so you can see which contacts opened the quote and how often.
How do we stop an outdated quote from circulating?
Every share link carries an expiry date, and expired links stop working. Quote locking also keeps the underlying content stable while a link is live.
Related use cases
Branded Quote Documents
Build branded, localized quote PDFs with a drag-and-drop template builder, a shared document library, and per-quote output settings.
Quotes & DocumentsE-Signature with DocuSign
Send quotes for signature through DocuSign with signer routing order, live envelope status on the quote, and signed documents stored back on the record.
Sales OperationsDeal Scoring and Margin Analytics
Score open quotes against your historical won deals, surface at-risk deals with clear reasons, and analyze margin by dimension to find profit leaks.
See it on your own catalog
Bring your product model and pricing rules and we will walk this workflow with your data.