# 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: ```json { "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](https://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](/blog/invoice-template) for that pattern in full. ## The workflow this replaces Quote approved → deposit paid → you send the [invoice](/blog/invoice-template) 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](/blog/quiz-response-webhooks) 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](/mcp) 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. --- Full schema, question types, and endpoints: [quizgen.dev/llms.txt](/llms.txt).