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Documentation Index

Fetch the complete documentation index at: https://docs.qwoty.io/llms.txt

Use this file to discover all available pages before exploring further.

The client view is what your customers see when they access a published Dealroom. It provides a clean, professional interface for reviewing quotes, asking questions, negotiating terms, and signing contracts. Unlike your internal Qwoty workspace, the client view contains no configuration options or administrative controls. Clients see only the content you’ve shared with them.

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What clients can see

The client view displays:
  • Quote details: line items, pricing, discounts, and totals
  • Documents: attached files like proposals, technical specs, or compliance certificates
  • Comments: discussion threads on specific line items or the overall quote
  • Contract preview: the final contract with populated variables
  • Signature interface: electronic signature fields when the quote reaches Published status
Clients cannot see draft quotes, internal notes, approval workflows, or pricing margins.
Clients must have a valid Dealroom link to access the view. Links are unique per quote and can be regenerated if compromised.

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How access works

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Access methods

Clients can access the Dealroom through:
  • Email link: automatically sent when you publish a quote
  • Direct URL: shareable link you can copy and send through your own channels
  • Magic link: one-time access code sent to the client’s email if they lose the original link
No account creation or password is required. The unique URL serves as the authentication mechanism.
Anyone with the Dealroom link can access it. Treat it like a password and share it only through secure channels.

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Client interactions

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Viewing content

Clients can expand and collapse sections, download attached documents, and see real-time updates when you modify the quote. Changes you make to a published quote appear immediately in the client view without requiring a new link.

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Commenting

Clients can leave comments on:
  • Individual line items (e.g., “Can we increase this quantity to 50?”)
  • The overall quote (e.g., “When does this pricing expire?”)
  • Specific contract clauses
You receive notifications for new client comments and can respond directly within Qwoty. All comments appear in both views.

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Signing

When the quote status is Published and all negotiations are complete, clients see signature fields in the Dealroom. After signing, the quote moves to Pending Signature (if multiple signers are required) or Accepted (if complete), and Qwoty automatically generates an Order.

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Customization options

You can customize the client view appearance through your Template settings:
  • Company branding: logo, colors, and fonts
  • Header text: custom messaging or calls-to-action
  • Footer: legal disclaimers or contact information
  • Document order: arrange sections in a logical flow
Test the client view yourself before sharing. Use the [BUTTON LABEL] button to preview exactly what your customer will see.

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Common questions

No. Clients can only view content and leave comments. All quote modifications must be made by you in the Qwoty workspace. This ensures pricing integrity and maintains your approval workflows.
No. Clients access the Dealroom through a unique URL with no login required. This reduces friction and speeds up deal closure.
Yes. You can regenerate the Dealroom link, which invalidates the previous URL. Clients with the old link will no longer be able to access the Dealroom.
The client can still view the Dealroom, but signature fields become disabled. The quote status shows as Expired, and clients see a message indicating the offer is no longer valid.
Yes. The client view includes a download option that generates a PDF version of the quote with all current pricing and terms.

Publishing quotes

Learn how to publish a quote and generate a Dealroom link

Comments and collaboration

Manage client discussions and internal notes

Signature collection

Configure and collect electronic signatures

Dealroom customization

Brand your Dealroom with company colors and logos