The zero-code launch
- Onboard — the Business owner opens the onboarding link (
/onboard/{token}), names the Business, and lands in the Business Portal. Direct signups reach the same portal through the Direct setup flow. - Author the Book — the guided editor captures offerings, factor adjustments, and guardrails. Drafts are revision-guarded and never affect what customers see.
- Publish to Live — publication compiles the draft into an immutable, checksummed Book Version and moves the Live Environment’s pointer in one transaction.
- Share the link — the hosted quote page lives at
/quote/{businessId}. It is fully anonymous: end customers need no account, and the page renders the Live-published offerings and factors.
What the customer flow does
- Presents the surface — offerings and factors from the Live-published Book Version, with your Business name and branding. Ids and labels only: prices never reach the browser before submission.
- Evaluates server-side — submission creates a Quote Intent against the pinned Live Version and returns a Receipt. The page never calculates prices itself.
- Shows the outcome — a priced Receipt with line items, total, payment terms, and conditions; a structured missing-input state naming exactly what to answer; or a clear unpriced outcome.
Branding
Branding lives on the Business Connection and themes every hosted surface — the quote page and the portal share it:
A Workspace edits branding for any of its connected Businesses (
businesses:manage); a Business Owner edits it for a Direct (self) connection from the portal. Managed Businesses cannot rebrand a Platform’s surface — hosted pages stay channel-neutral, with only a subtle “Powered by Kordless” mark.
Always Live, always pinned
The hosted path quotes against the Live Environment only. There is no test mode on the public page — use a Test API key or the member test-quote flow for pre-production checks. Each quote pins the exact Book Version that priced it, so a later publication never rewrites an issued Receipt.When to use the hosted path vs. the API
Both surfaces coexist. A customer quote through the hosted page and a developer quote through
POST /v1/quotes hit the same published Version and produce the same Receipt for the same inputs — and a Business can graduate from hosted to embedded (Components and embeds) or fully headless without any data migration.