## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/en-de/books/kb/llms.txt

Use this file to discover all available documentation pages before proceeding.

[Back](./)

# How can my customers accept or decline the quotes I send them?

Your customers can accept or decline the quotes you send them in [the customer portal](/en-de/books/kb/quotes/allow-your-customers-to-accept-decline-your-quotes.html#Allowing-your-customers-to-accept-or-decline-quotes-in-the-customer-portal) or [the public link](/en-de/books/kb/quotes/allow-your-customers-to-accept-decline-your-quotes.html#Allowing-your-customers-to-accept-or-decline-quotes-via-the-public-link).

### Allowing your customers to accept or decline quotes in the customer portal

The customer portal is a dedicated space for your customers where they can view and manage all their transactions. The **Quotes** module in the customer portal displays all the quotes of the customer, except the ones marked as **Draft**.

**Prerequisite:** The customer must have access to the customer portal. Learn [how to enable customer portal for your customers](/books/help/customer-portal/#enable-customer-portal) if you haven’t already. If you’re not sure if your customer has access to portal, [read our FAQ on how to check this](/en-de/books/kb/portal/customer-portal-status-for-customers.html).

The steps your customers must follow to accept/decline a quote are:

1.  Log in to the customer portal.
2.  Click **Quotes** on the left sidebar.
3.  Select the quote that needs to be accepted or declined. The quotes needing approval will have the status as **Open**. ![List of Quotes to be Approved by the Customer in Zoho Books’ Customer Portal](/books/kb/images/quotes/zb/quote-to-be-approved-in-customer-portal.png)
4.  Click **Accept** or **Decline** at the top right. ![Accept and Decline Options for Customer in Zoho Books’ Customer Portal](/books/kb/images/quotes/zb/accept-decline-quotes-customer-portal.png)

Once your customer accepts or declines a quote, you will receive an email and an in-app notification in your Zoho Books organization.

* * *

### Allowing your customers to accept or decline quotes via the public link

If you haven’t enabled the customer portal for your customer, you can generate and share a public link to them. But the public link will not have the **Accept** and **Decline** buttons by default. You must first enable it in **Settings**. Here’s how:

1.  Log in to your Zoho Books account.
2.  Go to **Settings** by clicking the **Gear** icon in the top right corner.
3.  Click **Quotes** under _Sales_.
4.  Check the option **Allow customers to accept or decline the quotes via the public link**. ![Enable the Accept and Decline Buttons in Public Link for Customers in Zoho Books](/books/kb/images/quotes/zb/enable-accept-decline-public-link.png)
5.  Click **Save**.

Once enabled, the **Accept** and **Decline** buttons will be enabled in the public link of quotes.

![Accept and Decline Buttons in Public Link for Customers in Zoho Books](/books/kb/images/quotes/zb/accept-decline-public-link.png)

To generate the public link for a quote:

1.  Go to **Quotes** under _Sales_ on the left sidebar.
2.  Click on a quote for which you want to generate a public link.
3.  Click **Share** on the quote’s _Details_ page. ![Share Button in Quote Details Page to Generate Public Link](/books/kb/images/quotes/zb/generate-public-link.png)
4.  Select an expiration date for the link in the **Link Expiration Date** field. By default, the link will be set to expire 90 days from the date of link generation.
5.  Click **Generate Link**. A new public link will be generated for the quote. ![Link Expiration Date Field and General Public Link Button for Quotes in Zoho Books](/books/kb/images/quotes/zb/public-link-generate-and-expiry.png)
6.  Click **Copy Link**.  
    ![Copy Link Button in Zoho Books to Copy Public Link](/books/kb/images/quotes/zb/copy-public-link.png)

You can share this public link to your customer. It will display the quote along with the **Accept** and **Decline** buttons.