Quote template your client can approve in one click

Short answer: most "quote template" results are a Word or Excel document you fill in and email — this is a different thing on purpose. It's a hosted quote page your client opens, reviews, and approves, so you get a recorded, timestamped acceptance instead of hoping for a "looks good, go ahead" reply buried in email. If what you actually want is a printable PDF document, a document template is the right tool and this isn't it.

The template

Replace the scope, pricing, and close_at before posting:

{
  "schema_version": 1,
  "kind": "form",
  "title": "Quote #Q-2026-041 — Acme Design Co.",
  "description": "Valid through August 19, 2026. Reply to the email this came in with any questions.",
  "settings": {
    "collect_respondent": "email_required",
    "close_at": "2026-08-19T00:00:00Z"
  },
  "sections": [
    {
      "key": "quote",
      "title": "Quote details",
      "questions": [
        { "id": "scope", "type": "statement",
          "title": "Quote #Q-2026-041 · valid through August 19, 2026",
          "body": [
            "Website redesign — homepage and pricing page: $2,400",
            "Contact form + CRM integration: $600",
            "Estimated total: $3,000",
            "Estimated timeline: 3 weeks from approval"
          ] },
        { "id": "scope_correct", "type": "yes_no",
          "prompt": "Does the scope and pricing above match what you're expecting?",
          "required": true },
        { "id": "requested_changes", "type": "long_text",
          "prompt": "What would you like changed?", "rows": 4,
          "show_if": { "question": "scope_correct", "op": "eq", "value": "no" } },
        { "id": "approval", "type": "consent",
          "prompt": "I approve this quote for $3,000 and authorize the work described above.",
          "show_if": { "question": "scope_correct", "op": "eq", "value": "yes" },
          "required": true },
        { "id": "deposit", "type": "payment",
          "prompt": "Secure your spot with a deposit",
          "show_if": { "question": "scope_correct", "op": "eq", "value": "yes" },
          "price_options": [
            { "value": "deposit_50", "label": "50% deposit", "amount_cents": 150000, "detail": "Balance due on delivery" },
            { "value": "pay_full", "label": "Pay in full", "amount_cents": 300000, "detail": "10% discount applied" }
          ],
          "button_label": "Pay deposit" }
      ]
    }
  ]
}

What each piece is doing

• kind: "form" — one scrollable page rather than one question per screen, which suits a document-style quote people read top to bottom.
• collect_respondent: "email_required" — the approval is tied to a real email address, so "who approved this and when" is never in question.
• close_at — quotes should expire. Set it to your validity date and the page stops accepting responses automatically; you're not honoring a price from three months ago because nobody remembered to take the link down.
• The statement holds the itemized scope and price. It's display-only — respondents can't edit it, which is exactly what you want on a quote.
• scope_correct (yes_no) branches two ways via show_if: "no" opens a long_text box for requested changes instead of pushing an unhappy client toward approval; "yes" reveals the consent approval and the deposit payment.
• approval is a required consent question — a timestamped record that the client agreed to the scope and price, which is your paper trail if a dispute ever comes up.
• deposit is a native payment question with price_options, so the client picks 50% deposit or pay-in-full right there on the same page they just approved — no separate invoice step required to collect money up front.

The payment question, honestly

Native Stripe payment collection inside a quiz is real and live, with real constraints worth knowing before you build around it:

• Business plan ($49/mo) only. Pro and free accounts can't add a payment question.
• The creator has to finish Stripe onboarding at quizgen.dev/dashboard/payments first — without it, creating the quiz returns 402 payments_not_ready.
• Price is either a fixed amount_cents or, like the example above, 2–10 price_options the respondent picks from. Amounts are in cents; minimum 50 ($0.50).
• Maximum one payment question per quiz. You can't stack a deposit question and a separate "pay in full" question — that's what price_options is for.
• The money goes straight to your own Stripe account; QuizGen takes a 2% platform fee on top of Stripe's own processing fee.
• The stored response records paid: true and the Stripe payment_intent id — that's your reconciliation key if you need to look the charge up in the Stripe dashboard.
• required: true on the payment question blocks submission until payment succeeds; leave it false (as above, implicitly) if you want approval to go through even when someone isn't ready to pay a deposit yet.

If you're not on the Business plan, or haven't finished Stripe onboarding, drop the deposit question and use completion.redirect_url to send approved clients to an external payment link (Stripe Payment Link, PayPal.me) instead — see the invoice template for that pattern in full.

The workflow this replaces

Quote approved → deposit paid → you send the invoice for the remaining balance once the work is delivered. Three short, purpose-built pages instead of one bloated document that tries to be an estimate, a contract, and a receipt at once — and each step leaves its own timestamped record.

Set a webhook on the quote and every approval (with the paid flag and payment_intent id, if a deposit came through) POSTs to your endpoint immediately — route it into your project management tool or accounting software the moment a client says yes.

Let an AI assistant fill it in

Connect QuizGen's MCP server and say something like:

Read https://quizgen.dev/blog/quote-template.md and build me a quote for a kitchen remodel: $18,000 total, valid for 14 days, with a 30% deposit option and a pay-in-full option with a 5% discount. Give me the link to send my client.

FAQ

What if my client wants a PDF, not a link? Use a document template instead — Word, Google Docs, or a dedicated estimating tool. This template is for when you want a recorded "yes," not a printable file.

Can I limit the quote to one client? Yes — add "max_responses": 1 to settings so the link closes after the first approval, in addition to sending it only to them.

What happens after close_at passes? The page stops accepting responses and shows "no longer accepting responses." Existing responses stay readable. POST a fresh quote (new close_at) if you need to re-offer it.

Do I have to collect a deposit? No — drop the deposit question entirely and the quote still works as an approval record on its own.

Can I require the deposit before approval counts? Set "required": true on the payment question if you want the response to stay incomplete until payment succeeds; otherwise approval and payment are independent, and someone can approve now and pay later.

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Full schema, question types, and endpoints: quizgen.dev/llms.txt.