> For the complete documentation index, see [llms.txt](https://support.ordereazi.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.ordereazi.com/sales-features/documents/quote/review-quote.md).

# Review Quote

The **Quote Review** feature allows customers to **accept or reject a quote directly within OrderEazi**, closing the loop on the quoting process without relying on emails or external communication. This helps sales teams respond faster and ensures greater accuracy and transparency throughout the sales cycle.

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### 🎯 Purpose

Quote Review gives customers a simple way to confirm or decline a quote, while ensuring that all feedback and actions are automatically recorded in OrderEazi.\
It reduces miscommunication, shortens turnaround times, and keeps sales data accurate and centralized.

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### ⚙️ How It Works

When a sales rep generates a quote, they can choose to enable the **Display Ratings** document setting.\
This adds **thumbs-up (✅ Accept)** and **thumbs-down (❌ Reject)** buttons to the quote.

Each button links to a secure Quote Review page for that specific quote.\
Customers can access this page directly from the quote — no login required.

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### 🧾 On the Review Page

When the customer opens the Quote Review page, they can:

* **Accept the Quote**
  * Confirms that the quote is approved.
  * Updates the project status to **Approved** automatically in OrderEazi.
* **Reject the Quote**
  * Allows selection of one or more **reasons for rejection**.
  * Optionally add comments for further context.
  * The rejection is recorded and visible to the sales rep, who can then generate a revised quote.

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### 🚚 Delivery Address Confirmation

Before approval, the customer is prompted to **verify the delivery address** shown on the quote.\
If it’s incorrect, they can **update it directly** from the review page.\
By accepting the quote, the customer confirms that the address is correct — helping to prevent fulfillment issues and improving data accuracy.

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### 📊 Visibility & Tracking

Sales reps can view the outcome of a Quote Review under the **Documents** tab on the related **Project**, next to the corresponding quote number.\
Each quote’s current review status is displayed, ensuring the team always knows whether a quote has been accepted or rejected.
