Overview
The Dealroom is a web page dedicated to one quote, which your customer opens from the email you send or from a link you share. It shows the offer with your branding, lets the customer make the choices you allowed, and leads to an electronic signature.The concept
- One page per quote: each shared quote has a private link of the form
https://qwoty.app/quote/<token>. Anyone with the link can view the quote. - Interactive offer: the customer can include optional lines or sections and change quantities on lines where you allowed it. Totals update immediately.
- Legal agreements: the contracts attached to the quote must be read and accepted before signing.
- Customer information: the customer completes their billing and, if required, shipping details.
- Built-in signature: signing uses Documenso, embedded in Qwoty, with an email verification code.
The Dealroom has no comment thread or chat. Customers contact the quote owner through the email they received.
How it works
- You share the quote. Sharing publishes it and makes the Dealroom available.
- The customer opens the Dealroom, reviews the offer, and adjusts what’s allowed.
- They accept the legal agreements, complete their information, and click Proceed to signature. The quote moves to Pending signature.
- Once all signers have signed, the quote moves to Accepted and everyone can download the signed document.
What the customer sees, by quote status
Dealroom vs. PDF
Common questions
Can I turn off the Dealroom?
Can I turn off the Dealroom?
Yes, per template: turn off Activate dealroom in the template’s Validation tab (Esign & Sharing). Sharing then only publishes the quote.
Can I preview the Dealroom before sharing?
Can I preview the Dealroom before sharing?
Yes. Click Preview in the quote editor header to see the quote as the customer will. In the quote list, Visualize opens the same preview, and Open dealroom opens the live page of a published quote.
Can the customer change prices?
Can the customer change prices?
No. The customer can only include optional items and change quantities on lines where Free Quantity is on, within the limits you set.
Related
Client view
Detail of every section of the Dealroom
Publish a quote
Share a quote with your customer
Configure the signature
Signers and signing flow
Quote lifecycle
Quote statuses