A public page in RemOnline is a personalized page for a customer that contains detailed information about their estimate/order: products, services, prices, etc.
Public page features
Depending on the settings, on the public page the customer can:
View information about the added products and services, their prices, and quantity;
View the total amount for the order/estimate with taxes and discounts;
Accept or decline the estimate or order;
Make payment for the order.
🔎 Read more about setting up a public page in the following articles:
Public page contents
Basic elements
A public page contains mandatory elements, which include:
Order information (order number, asset information, creation date, manager)
Client information (full name, email, and phone number)
Table of products and services added to the order (quantity, price per unit, and amount)
Total amount for the order (with taxes and discounts described).
Additional elements
In addition, the following components can be enabled on the public page settings page:
Company information (name, logo, address, email, etc.). This information is specified on the Settings > General > Company information page.
Conclusions/recommendations to the customer specified in the order/estimate on the Products and services tab.
A language switch that allows the customer to translate the page into a language that is convenient for them.
Public page statuses
Right next to the order number on the public form, the status of the public form is displayed to the customer.
No status - if no acceptance or payment button are configured.
Awaiting acceptance - acceptance buttons are configured for the current status, but the client has not yet confirmed the order or it is partially paid.
Accepted - the order has been confirmed, but payment has not been made (if no payment button are configured for this status).
Declined - the order is declined.
Awaiting Payment - the Pay button is displayed in the public form of the order, regardless of whether it is accepted or declined.
Paid - payment has been made in full.