Interactive Estimates
Beyond Static PDFs
GrandTotal now creates Interactive Estimates in addition to classic PDFs. Designed for complex estimates, recipients can actively engage with the document - adding notes to individual items and toggling optional items on or off. All totals recalculate automatically when the customer selects options. The sender maintains full control by determining which items can be modified and which remain fixed.
Complete Privacy
All content remains strictly confidential between sender and recipient through end-to-end encryption. The estimate data is encrypted before transmission and only decrypted within the recipient's browser using a private password. Without this password, the document remains completely inaccessible - even to us. This ensures that sensitive pricing information, project details, and business negotiations stay private.
Example
See an interactive estimate in action:
How It Works
The workflow remains familiar and simple. You create your estimate as usual - either from a proven template or from scratch. Everything works exactly as you already know it. You only activate the additional interactive features when you need them.
Labels in the estimate such as Total, To, or From are automatically translated into the viewer's language.
Select Options
You simply mark which items in the estimate should be optionally selectable. Options are available in GrandTotal XL.
Preview and Customize
Next to the PDF preview, the Interactive Estimate can be tried out and customized.
Add Link to Email
In the email settings, the link for the estimate can be added to the email. If none of the placeholders are set, nothing will be uploaded when sending.
Accepted Estimates
When an estimate is accepted online, it appears in the overview under Accepted Estimates.
If the password is shared with the link, how is it secure?
The password is appended to the URL in the fragment identifier (the part after the # symbol). This is a crucial security feature: the fragment is never sent to the server in HTTP requests - it stays entirely within the recipient's browser. This means the password remains local to the recipient's device, where it's used to decrypt the estimate data client-side. Even our servers never see the password, ensuring true end-to-end encryption while maintaining convenience for your recipients. Of course, you can still choose to share the link and password separately through different channels if that fits your workflow better.
Benefits
Interactive Collaboration
Customers can directly select options and add notes
Real-time Calculation
Prices and totals update automatically
Full Control
You determine which items are modifiable
End-to-end Encrypted
Absolute confidentiality of your business data guaranteed
No Installation Required
Works directly in the recipient's browser
Mobile-optimized
Perfect display on smartphone and tablet
Direct Acceptance
Customer can accept and confirm directly