The proposal page

Every quote gets its own page at /p/{token}. The token is 48 random characters, so the URL is unguessable. No login. The guest just opens the link.

What the guest sees

• Your logo and venue name.
• Event type, date, guest count.
• Every line item, with toggleable items shown with a check next to them.
• Pricing rule adjustments (read-only).
• Subtotal, VAT, total — clearly broken down.
• A comment field for back-and-forth with you.
• (On Pro+) A Pay deposit button if you've enabled it.
• A share button — native share on mobile, copy-to-clipboard on desktop.

Magic-link mechanics

The proposal token is a 48-character random string generated when the quote is created. The link looks like:

https://quote.innkept.com/p/9f3aXjh2z6kQpTu1mVeR…

Whoever has the link can view the proposal. There's no email verification, no password. This is intentional: the proposal is something a guest wants to share with their partner, show their parents, forward to the office. Friction is the enemy.

"Viewed" tracking

The first time the proposal is opened, we set viewed_at on the quote and flip the status from sent to viewed. You see a small Viewed badge on the lead in your dashboard, with a relative timestamp.

Sharing the link

• From the dashboard, open the quote and click Copy proposal link.
• Paste into an email, WhatsApp, your CRM, anywhere.
• The webhook payload (and HubSpot/Pipedrive contact field) also includes the link, so it shows up in your CRM automatically.

What happens if the link leaks

If a guest forwards the link to a third party, that third party can view the proposal — same as if the guest forwarded a PDF quote. No personal data of other guests is accessible. If you need to invalidate a link, edit the quote and click Regenerate proposal token (this also invalidates any cached email previews).

Custom domain proposals (Pro+)

On the Pro plan and above, you can serve proposals from a subdomain of your own — e.g. book.theoldbarn.co.uk/p/{token} instead of quote.innkept.com/p/{token}. Email hello@innkept.com to set this up — we add the SSL certificate on our side.

What we don't show

The proposal page never shows internal notes you've written about the lead. Those are private to your team. Comments left on the proposal are visible to both sides — treat the comment thread like an email exchange, not like a Slack DM.