Quote Once. Share Seamlessly.
Most quotes leave the building as a PDF. That’s the moment the trouble starts.
The PDF problem
A PDF is a snapshot. It’s correct the second you export it and less correct every hour after. The customer asks for one line changed, so you edit the source and export again. Now there are two PDFs. The partner needs their version with their pricing, so you export a third. The distributor needs theirs, a fourth. Someone forwards the wrong one. Someone signs an old one. Nobody is sure which file is current, and the only way to find out is to ask.
None of this is a pricing problem. Every number in every file was right when it was exported. It’s a distribution problem. Copies drift because copies can’t do anything else.
What a link changes
In QuoteLogic a quote goes out as a link, and the link stays pointed at the current version. When you revise the quote, the link doesn’t change. The customer opens the same link tomorrow and sees today’s numbers. There is no v2, no v3-final, no “disregard my last email.” One quote, one link, always current.
That sounds small. It removes an entire category of mistakes.
One quote, four audiences
The harder part of sharing is that different people are supposed to see different things. The customer sees their price. The partner sees the customer price and their own margin. The distributor sees all three tiers, because the distributor is the floor. Your own team sees everything, including the internal numbers that never leave the org.
The usual fix is four exports with four sets of columns hidden by hand. QuoteLogic does it once, on the server, at the moment the share is created. Each audience gets its own link, and the quote behind that link physically contains only the tiers that audience is allowed to see. A partner link doesn’t hide distributor pricing behind a toggle. The distributor pricing isn’t in it.
Who can open it
The customer link is public and read-only. There’s nothing sensitive in it, so a long, unguessable address is the right level of protection, the same way every proposal tool works.
Partner, distributor, and team links carry real pricing, so they’re private. Each one is pinned to the recipients’ email addresses, and opening it requires signing in as one of them. Forward it to someone else and it’s useless in their hands. A password wouldn’t do that. A password gets forwarded along with the link.
Every open is logged. You can see who actually looked at a quote, not just who it was sent to.
Read-only, always
Every shared quote is locked. Nobody downstream edits your quote in place, not the customer, not the partner, not a teammate. If a partner wants to build their own quote from yours, they work from a copy in their own account, and your original stays exactly as you sent it. The thing you shared is the thing they saw. That’s what makes the link trustworthy.
The channel loop
Recipients don’t need a paid plan to view a shared quote. A partner on the free plan can receive a quote, read it, and work from it. They only need to upgrade when they want to share onward to their own customer. Sharing is the one thing that costs money, and it’s the one thing that creates value for the person paying.
Where QuoteLogic fits
The tagline on the front page is “Quote once. Share seamlessly.” This is what it means in practice. You build the quote a single time with structured data and real pricing logic. Then the system handles who sees what, keeps every link current, and refuses to let a copy drift. The exporting, the hiding of columns, the version chasing: gone.
The takeaway
The PDF isn’t the problem. Sending a snapshot into a process that keeps changing is. When the quote is a link, there’s only one version, every audience sees exactly their slice, and the number the customer signs is the number you meant. Quote once. Share seamlessly.