> 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. *** ### 🎯 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. *** ### βš™οΈ How It Works When a sales rep generates a quote, they can choose to enable the **Display Ratings** document setting.\ This adds **thumbs-up (βœ… 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 β€” no login required. *** ### 🧾 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. *** ### 🚚 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 β€” helping to prevent fulfillment issues and improving data accuracy. *** ### πŸ“Š 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. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://support.ordereazi.com/sales-features/documents/quote/review-quote.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.