Launching Spring 2026Trade catalogue onboarding in progress.

Saved quotes

Every quote you send through Quick Quote is saved permanently. This page covers what the quote number means, how to find a quote later, and how revisions and public links work.

The quote number

Quote numbers look like this:

QUO-260519-014

Breaking that down:

  • QUO — quote prefix
  • 260519 — the date the quote was issued (YY-MM-DD → 2026-05-19)
  • 014 — the daily sequence number (14th quote that day)

Numbers are unique, sequential per day, and never re-used. If you cancel a quote, its number stays burned — the next quote gets the next number, not the cancelled one’s.

The public link

Every quote has a public URLtied to a token in the link itself. Anyone with the URL can view the quote and grab the PDF — they don’t need to log in. The token expires after 14 days by default; we can extend it from the admin side if a customer needs longer.

Public links look like:
https://fireagent.co.uk/quotes/QUO-260519-014?token=…

The token is the secret. Don’t forward the link in a public channel (e.g. social media) — anyone with the link can see the prices.

Finding a quote later

Three paths:

  1. You have the email — the original quote email contains the public link. Click it.
  2. You’re a logged-in customer (Shopify account) — visit /quotesand enter the quote number and your email. We’ll match it against the quote record.
  3. You’re an admin — visit /admin/quotes for the full quote inbox with filters for status, date range, and customer.

Revisions

Quotes have a revision counterthat increments every time the quote is re-issued after a change. Revision 0 is the original draft. Revision 1 is the first issued version (what’s emailed to the customer). Revision 2+ are re-issues.

Revisions matter because:

  • You can answer “what did the customer see when they accepted?” even years later — the original revision is immutable.
  • The PDF shows the revision number and date. If a customer is looking at an old PDF, they’ll see a different number than your latest version.
  • When you re-issue, the customer gets a fresh email with the new PDF and a note about which fields changed.

Statuses

StatusWhat it means
draftBuilding in the browser, not yet committed
issuedSent to the customer, public link active
expiredThe validity window has passed (default 14 days). The PDF still exists; the customer can no longer accept it without re-issue.
cancelledWithdrawn before acceptance. Admin-only status.

Future: account-linked quotes

We’re building a /account/quotes page where logged-in customers see all their quotes in one list, without needing to remember the quote number. Until that ships, the lookup-by-number flow above is the way.