Give customers a clear place to review and respond.
Give customers a dedicated, branded place to review their quotes and record an approval or decline. Lucendus connects the response to the customer and quote revision, while keeping customer access separate from internal staff workspaces.
Where disconnected records slow the work.
Quote responses are scattered across email
Teams can spend time checking which version a customer reviewed and where the response was recorded.
Sharing information must preserve boundaries
Customers need the records relevant to them without receiving access to internal staff workspaces.
A login alone does not complete the handover
The response needs to connect to the quote and the internal delivery process, not remain a separate message.
Connect the customer response to the right record.
Make quote review a connected customer interaction, with clear access boundaries and a response your team can follow.
A dedicated customer entry point
Invite customer contacts into a branded sign-in experience. Give them a recognisable place to return to their quotes without opening your internal staff workspace.
Access to the customer's own quotes
Keep quote visibility scoped to the customer's relationship with your organisation. Let contacts review the information intended for them while staff retain their separate operational access.
An attributable response
Connect an approval or decline to the authenticated customer and the specific quote revision. Keep a clear record of who responded to what, rather than reconstructing the decision from an email thread.
A connected internal handover
Feed accepted quotes into the existing quote-to-job process. Follow the customer decision in the same operational context your team uses to organise delivery.
A customer reviews a revised quote.
An invited customer signs in to review the quote available to their organisation.
The customer responds to the identified revision. Lucendus connects the response to the authenticated contact and quote, giving your team a clear record of the decision.
An accepted quote continues through the established quote-to-job workflow. Customer-facing review and internal delivery share the same commercial record, reducing the need to copy decisions between tools.
Give customers the access their interaction needs.
Agree which contacts can access each customer relationship, the branding they will see and the quote-review process they will follow. Keep internal and external identities separate. Quote responses retain an attributable decision record; any additional electronic-signature requirement should be agreed as part of the customer workflow.
Start with a workflow your team knows.
Choose the customer interaction
Identify the quote-review process and the contacts who should participate.
Configure access and presentation
Set up customer invitations, access boundaries and branding for the intended audience.
Validate the complete handover
Exercise quote visibility, approval and decline with representative records before inviting the wider customer group.
Connected capabilities
- CapabilityCompliance and GovernanceConnect compliance obligations, recurring work, evidence and corrective actions with Lucendus. Give responsible teams a clearer record for review.
- CapabilityWorkflows & ActionsConfigure operational work types, fields, conditions and actions with Lucendus. Make assignment and status changes repeatable and reviewable.
- CapabilityIntegrationsConnect existing systems, records and operational events with Lucendus integrations. Plan data ownership, mapping and permissions around the workflow you need.
Explore Customer Logins with your team.
Bring a quote-review workflow and the customer experience you want to offer. We can show how Lucendus connects sign-in, response and internal delivery.