# Who can see and change quotes

The Business owner can do everything with quotes. A Member needs the Invoicing permission. Your clients only see the quotes you send them, through the link.

## “Business owner”

The “Business owner” can see every quote and do everything with them.

## “Member”

A “Member” needs permissions, which the “Business owner” gives in “Settings”, “Members”. Quotes use the same permission as invoices.

- To see the quotes, their totals and their pages, and to download them: “Invoicing” set to “Read”.
- To create, change, send, copy and delete quotes, change their status, export the list and turn them into invoices: “Invoicing” set to “Write”.
- To add a new client from the quote form: “Contacts” set to “Write” as well.
- To change the saved messages in “Settings”, “Quote messages”: “Invoicing” set to “Write”.

Without the “Invoicing” permission, “Quotes” is not in their menu. A button they may not use doesn't show.

## Your clients

They never see your list of quotes. They only see the quotes you send them, through the link in your e-mail. Anyone with this link can open the quote, so share it only with your client.


## Common questions

### Who gets an e-mail when a quote is accepted?

The “Business owner” and every “Member” of your workspace. See [How your client accepts or rejects a quote](https://www.skileo.com/help/en/how-clients-accept-a-quote).

### Why can't I see Export?

Exporting the list needs “Invoicing” set to “Write”. Ask the “Business owner” of your workspace.

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https://www.skileo.com/help/en/who-can-see-quotes · Updated: 2026-11-05