Send a link.
Customer accepts.
Job is yours.
Build your pricing tiers, share one link, and let the customer choose their package, add optional extras, and accept - without needing an account or a phone call. The moment they confirm, you get a notification, the deposit invoice raises itself, and they can pay it by card there and then.
Works with or without a portal login
Share a magic link and any customer can choose and accept immediately - no account needed. Customers who already have portal access can accept through there too and see the quote alongside their full history.
Live total updates
Pricing recalculates instantly as they pick packages and tick optional extras.
Pay the deposit on the spotNew
Acceptance raises the deposit invoice, and a Pay deposit button lets them pay by card straight away.
Instant notification
You get an in-app alert the moment the customer accepts or declines.
How it works
Three steps from quote to deposit
The whole flow runs inside HiveSuite. No third-party tools, no back-and-forth emails.
Build your options
Switch a quote to "Options mode" and add up to three pricing tiers - Basic, Standard, Premium, or whatever names suit your work. Add optional extras customers can tick or leave. Set a deposit percentage if you want one. Done.
Share one link
Hit send and the customer gets a branded link they can open on any device. They see your tiers side by side, pick the one that fits, toggle any extras, and watch the total update as they go. On mobile, a sticky Accept bar keeps the action one tap away no matter how far they scroll.
Accept and collect
When they're ready, they enter their name and hit Accept. You get notified in your bell and by push. A deposit invoice raises automatically if you set one. If you take card payments, a Pay deposit button appears on the quote page and in their acceptance email, so they can pay there and then - and the quote page shows when it's been received. Everything they saw - the package, extras, total, deposit - lands on the quote overview exactly as they confirmed it.
Everything included
Built for real-world quoting
Every edge case contractors run into - covered.
Magic link - no login
Customers open the link and go straight to choosing. No account creation, no app download, no friction. Works on any phone, tablet, or browser.
Up to three pricing tiers
Present options side by side with descriptions and per-tier pricing. Customers see what they're choosing - not just a number.
Optional extras
Add tick-box extras that feed into the live total. Useful for add-ons, warranties, or anything customers can choose to include.
Discount and VAT
Any discount on the quote shows as a line on the customer page. VAT-registered totals display correctly. Numbers are consistent from link to acceptance email to your records.
Automatic deposit invoice
Set a deposit percentage and the invoice raises itself on acceptance. With card payments set up, the customer sees a Pay deposit button straight away.
"Have a question?" thread
Customers can message you directly from the quote page. You reply from the quote overview. The full conversation is visible to the customer when they return.
Reset and regenerate
If a customer accepted but hasn't paid the deposit yet, reset acceptance to let them re-choose. Regenerate the link any time to invalidate the old URL instantly.
HiveAssist option generation
Switch HiveAssist to "Quote options" mode and it generates your pricing tiers, optional extras, and a suggested deposit percentage - ready to drop straight into the builder.
For you
Less back-and-forth. More accepted jobs.
See who's viewed the link
The quote timeline shows every time the customer opens the page, so you know whether it's been seen before you follow up.
Options badges in your list
"Options" and "Declined" badges appear in All Quotations. Filter by status to see exactly where every interactive quote stands.
Acceptance and decline emails
You get an email when a customer responds, so you never miss it if you're away from the portal.
Signed acceptance certificate
When a customer signs, a PDF certificate of completion with the signing details is attached to their confirmation email and kept on the quote for you to download.
Template Studio placeholders
Template Studio exposes chosen package and extras as placeholders - build a PDF that reflects exactly what the customer selected.
For your customer
The simplest quote experience they'll ever have.
Works on any phone
The page is built mobile-first. A sticky Accept bar keeps the action reachable no matter how long the package descriptions are.
Totals update live
Choosing a package or ticking an extra recalculates the total immediately. No reloads, no waiting, no confusion.
Sign and agree to your terms
If you ask for it, they read and accept your T&Cs, draw their signature on screen or type their full name before the quote is accepted. It works with a finger on a phone.
Confirmation email
They receive a branded email summarising the package they chose, any extras, the total, and the deposit - with a Pay deposit button if you take card payments.
Full conversation thread
Any questions they sent and any replies you wrote are visible when they return to the page, so context is never lost.
Portal customers see everything in one place
If the customer has a HiveSuite customer portal account, the quote, their chosen package, the thread, and the deposit invoice all appear on their dashboard - no separate link needed.
Part of HiveCRM - and the wider HiveSuite platform
Interactive Quotes sits inside HiveCRM alongside your full customer database, multi-line quoting, invoices, and Stripe payments. Everything connects - accepted quotes feed into jobs, jobs feed into invoices, invoices link to payments.
Common questions
Quick answers
Does the customer need to create an account?
No - the magic link works for anyone without any login. If the customer already has access to your customer portal, they can also accept through there and the quote sits alongside their full history, invoices, and documents.
Can I turn off the interactive options on a quote?
Yes. Options mode is toggled per quote. Quotes without it behave as normal.
What happens if the customer needs to reconsider?
You can reset the acceptance from the quote overview as long as the deposit hasn't been paid yet. That reopens the link for them to re-choose.
Can customers pay the deposit straight away?
Yes, if you take card payments through Stripe. Once they accept a quote with a deposit, a Pay deposit button shows on the quote page and in their acceptance email. When it's paid, the quote page shows the deposit as received. Stripe is optional and available on every plan.
Does it work for VAT-registered businesses?
Yes. VAT is handled correctly throughout - on the customer page, in the acceptance email, in the deposit invoice, and in your records.
Can customers sign the quote and accept my terms?
Yes. In Quotation Settings you can require customers to accept your Terms & Conditions, sign on screen, type their full name, or any mix of the three. Each signature is recorded with the IP address and device details, and a PDF certificate of completion is kept on the quote. If you trade under more than one subsidiary, each can have its own T&Cs, and every change is saved as a new version so a signed quote always keeps the exact terms the customer agreed to.
Can I use my own branding on the quote page?
Yes. The page uses your company name, logo, and subsidiary branding if you're running multiple companies under one account.
Try Interactive Quotes today
Stop chasing quote approvals by phone. Send a link, let the customer choose, and get notified the moment they accept.
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