Offers
How public offer links work
Understanding trackable public links for sharing offers with clients.
Public offer links
Public links let you share offers with clients through a secure URL. The client can view the offer, download the PDF, and take action — all without creating an account.
How it works
- When you send an offer or click Generate Public Link, the system creates a unique, cryptographically random URL.
- You share this URL with the client (by email, chat, or any other channel).
- The client opens the link and sees a fully branded, responsive offer page.
- The client can Accept, Reply, or Decline directly from the page.
What the client sees
The public offer page displays:
- Your company logo and branding
- Complete offer details: line items, prices, quantities, totals
- VAT breakdown
- Trading terms (payment, warranty, delivery)
- Salesperson contact information
- A Download PDF button
At the bottom, three action buttons are available:
- Accept (Order) — confirms the offer. You receive a notification immediately.
- Reply — opens a text field for questions or counter-proposals. Creates a negotiation thread.
- Decline — rejects the offer with an optional reason.
Tracking
Every interaction with the public link is tracked:
- Opened — when the client first views the page
- PDF Downloaded — when the client downloads the PDF
- Accepted — when the client clicks Accept
- Rejected — when the client clicks Decline
- Replied — when the client sends a message
You can see the total open count, first and last opened timestamps, and the client’s country (GeoIP) on the offer detail page.
Security features
- 256-bit random tokens — the link URL contains a cryptographically random token. Only the SHA-256 hash is stored in the database.
- Password protection — optionally require a PIN code to view the offer.
- Revocable — you can revoke any link instantly from the offer detail page.
- Rate limiting — per-token limits (60 opens/hour, 5 actions/hour) prevent abuse.
- Bot detection — timing validation and honeypot fields reject automated submissions.
Link lifecycle
- Links remain active until the offer expires, is revoked, or is archived.
- If the offer expires, the public page shows an expiration notice.
- Revoked links return a “link no longer available” message.
- Accepted or rejected offers show the final status on the public page.