Get back into an existing quote more easily

Posted by getSoapy on 27th October 2026 in What's New . Last updated: 27th October 2026

People who request a quote can now get back into their existing quote the same way customers get back into their portal.

You can include a secure quote link, quote code and PIN in your quote messages, so it is much easier for people to pick things back and access their quote on a different device than they requested it.

We have also added a Find my existing quote link at the bottom of the quote widget. Requesting a quote is still the main action, but if someone already has a quote open, they can use that link to get back in with their email address, phone number or quote code, or request their PIN.

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