Sending a Quote
Once a quote is built, send it to the customer with a link they can open and sign.
How to send
- Open the quote
- Click Send Quote (it becomes Resend Quote after the first send)
- In the Send quote dialog, choose a channel:
- Email — to the customer's email on file
- Text message — to their phone on file
- Both — email and text together
Each option is disabled if there's no email/phone on the customer record. After sending, you get a confirmation email once it's delivered, and the quote status moves to Sent.
What the customer receives
A link to a clean, branded hosted quote page showing your company details, the line items, subtotals, tax, total, notes, and a signature area to accept. (See "E-Signature on Quotes.")
Tracking status
The quote's status reflects progress: Draft → Sent → Viewed → Accepted (or Declined / Expired). You can also set the status manually from the header dropdown.
Manually marking status
From the quote header you can:
- Approve or Decline the quote (shown while it's Draft, Sent, or Viewed) — useful when a customer accepts verbally
- Change the status directly with the status dropdown
FAQ
Can I send without an email? Yes — use Text message if the customer has a phone number on file.
How do I resend? Open the quote and click Resend Quote.
Where do I see if they opened it? The status updates to Viewed; an accepted (signed) quote shows as Accepted.
Can I send to both email and phone? Yes — choose Both in the send dialog (requires both on file).