Understand buyer review, verification, and responses

The buyer experience

The secure quote page shows the seller’s approved brand, quote number, title, customer, validity, packages, line items, quantities, prices, discounts, tax, total, notes, and terms according to the saved design. The buyer does not need access to the WRKZY dashboard.

Depending on the offer, a buyer can compare packages, select optional lines, and adjust buyer-editable quantities only within the pre-approved minimum and maximum. WRKZY recalculates the selection before the response is recorded.

Verification protects the response

Before acceptance or another consequential response, the buyer can be asked to verify identity through the configured email or WhatsApp path. Verification is time-limited. It associates the response with the intended access path; it is not a legal identity guarantee beyond the evidence collected.

Buyer actions

An accepted quote preserves the accepted amount and currency. WRKZY can create accountable post-sale handoff work and ask the seller to reconcile the immutable accepted offer with the current linked deal. Recording reconciliation does not silently change deal value, currency, status, or stage.

Effective public states

The buyer page can indicate that an offer is active, accepted, rejected, expired, voided, or superseded. An expired quote asks the buyer to request an updated offer. A superseded quote should direct attention to the newer revision; do not reactivate an old offer merely to preserve its URL.

Seller verification

Open the quote’s activity and delivery history. Confirm the buyer response, selected package or quantities, accepted total, verification event, and linked conversation, contact, and deal. Create the next action from this evidence.

Example decision

If a buyer selects the recommended package but asks for a later start date, treat the structured timeline request as a change request—not acceptance of the original schedule. Assign the seller, create a revision with the approved date, and preserve the earlier selection and message in the lineage.

If the buyer reports a problem

Confirm they are using the latest secure link and that the quote is not expired, voided, or superseded. For a failed verification, check the intended channel and address without asking the buyer to send codes to support. For a calculation concern, compare the saved package, quantity limits, discounts, and tax; do not edit the issued quote to force the expected total.