What your client sees: the quote page · Guides

Your client opens the link from your message. There is no account to make and nothing to sign in to. The page is made for a phone.

What is on the page

They tap a choice, like Better. They tick any extra they want. Your total follows.
They type their full name.
They tick I have read this estimate and its terms, and I agree to it.
They press Approve.
The page shows their choice, their name and the total once more. They press Yes, approve.

Then the page says Approved, with the day, the name, the choice and the total.

The quote says Approved. Its page shows What the client decided: the choice, the extras, the name they typed, the total, the time, and the network address the press came from.
You get a notification, and so does the rest of the office.
The lead moves to your "booked" stage.

Ask a question. They type it, and it lands on that lead's conversation as a message from them. The card moves to Reply now. It always lands on the lead the quote belongs to.
- One link can send 5 questions in a day and 20 in all, each up to 2,000 characters. After that the page says: "You have sent a few questions from this page already… please call" with your phone number.
- A client who types "stop" here has asked a question. Nobody is put on your do-not-contact list from this box.
Decline. Two steps, the same way as approving. They can say why, then press Decline. The page asks once more, Decline this estimate?, with their reason, and only Yes, decline records it. Go back, closing the section, reloading or leaving the page changes nothing: the quote stays open. Once they decline, you are told, and the stage is left for you to decide.

Already decided: it shows the decision. It cannot be decided a second time.
Replaced: you changed the quote. The page shows none of the old lines or prices. If you already sent the new version, it says "Please open the newest link" you sent. If you have not sent it yet, it says you will send the new one.
Changed while they were reading: if they press Approve just as you press Change this estimate, nothing is recorded. The page tells them it was updated.
Past its last day: the page says so and gives your phone number. It shows no lines or prices. They can still ask a question.
The link ends. 30 days after the last valid day went by with no answer, and 90 days after a decision, the page says the quote is not active and shows nothing. Your own record of the decision stays in VOBIX.

It is not a payment page. It never asks for a card and takes no money. The page says so.
The link is private. It is long and random, search engines are told to stay away, and the page does not pass its address on to other sites. VOBIX itself keeps no copy of it.
The link opens one quote and nothing else. Whoever holds it can read that quote, decide once and ask a question. It cannot reach any other quote, lead or setting of your business.
Only the client's page can record a decision. Nobody signed in to VOBIX can approve or decline for a client.
Printing: a browser prints the page's address in the footer of the paper. That address is the private link. Treat a printed quote like the link itself.
The total is worked out by VOBIX, from the quote you sent and the choice they made. It is never taken from the client's phone.
It works without JavaScript, on old phones and locked-down browsers. The second step then shows the total.
A typed name and a press are a record, not a signature in the legal sense. VOBIX does not say what that record means in law. Ask a lawyer where you work what you need for the size of job you take on.
When you open the link yourself while signed in to VOBIX, it does not count as "opened".