Where quote follow-up gets difficult
- Not knowing whether a client opened a sent PDF
- Searching multiple message threads for an approval
- Requiring a client account just to review a quote
- Leaving a shared link open longer than needed
Online quote sharing
Share a quote link and track your client's response
Create a dedicated link for a quote in PaydaAI and share it yourself via WhatsApp or email. Your client can review the quote and PDF without creating an account, then approve it, request a revision, or decline it. View visits and response status in your workspace.
What the shared quote includes
- A secure link for each quote
- Account-free viewing and PDF access
- Approval, revision, and rejection responses
- View and status history
- Ready-to-use WhatsApp and email sharing text
- The ability to revoke a link
How it works
Build your quote in three steps
Finalize your quote
Check line items, pricing, and terms before presenting a version to the client.
Share the link
Send the dedicated link from your own WhatsApp or email account.
Follow the response
See when the quote is viewed and whether the client approves or asks for changes.
AI assists. You stay in control.
PaydaAI helps reduce repetitive work with catalogs and editable AI-assisted drafts. Product choice, technical validation, quantities, pricing, and final approval remain with your business.
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Frequently asked questions
Does my client need a PaydaAI account?+
No. Your client can open the shared link and review the quote and PDF without signing in.
Does PaydaAI automatically email the quote?+
No. It prepares the quote link and sharing text; you choose when and how to send them.
What happens when a client asks for a revision?+
The request is recorded in the quote status. You can make changes in a new revision.
Can I disable a shared quote link?+
Yes. You can revoke the quote's sharing link.