Help Center | Sending Quotes to Customers | Help Center

Deliver quotes to customers via email with professional formatting and easy access.

Sending a Quote

Create or open an existing quote

Review all details for accuracy

Click Send Quote or update status to "Sent"

System prepares quote for delivery

Delivery Methods

Email Delivery

Quote details included in email body

PDF attachment (optional)

Link to view quote online (if portal enabled)

Manual Delivery

Generate PDF and send manually

Print for in-person delivery

Share via messaging apps

Customer Notification

When sent via system:

Customer receives email notification

Email includes quote summary

Clear call-to-action for acceptance

Tracking

Sent timestamp recorded

Status automatically updates

View delivery history in quote details

Deliver quotes to customers via email with professional formatting and easy access.

Sending a Quote

Create or open an existing quote

Review all details for accuracy

Click Send Quote or update status to "Sent"

System prepares quote for delivery

Delivery Methods

Email Delivery

Quote details included in email body

PDF attachment (optional)

Link to view quote online (if portal enabled)

Manual Delivery

Generate PDF and send manually

Print for in-person delivery

Share via messaging apps

Customer Notification

When sent via system:

Customer receives email notification

Email includes quote summary

Clear call-to-action for acceptance

Tracking

Sent timestamp recorded

Status automatically updates

View delivery history in quote details

For Your Customers

For Your Technicians

For Your Business

Sending Quotes to Customers

For Your Customers

For Your Technicians

For Your Business

Sending Quotes to Customers

Sending a Quote

Delivery Methods

Email Delivery

Manual Delivery

Customer Notification

Tracking

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Sending a Quote

Delivery Methods

Email Delivery

Manual Delivery

Customer Notification

Tracking

Was this article helpful?

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