Sending Quotes

Once your quote is ready, you have several ways to get it to the customer.

Email Directly

1. Click Send Quote
2. Select Email
3. Choose the recipient (from customer contacts)
4. Add a personal message (optional)
5. Click Send

The customer receives a professional email with:

• Your quote as a PDF attachment
• A link to view and accept online
• Your contact details

Download PDF

1. Click Send Quote
2. Select Download PDF
3. Save or print the file

Use this when you want to:

• Hand-deliver the quote
• Send via your own email
• Print for a meeting

Customer Portal

When you email a quote, the customer gets a link to view it online. They can:

• View the full quote
• Accept or decline
• Add comments
• Request changes

You're notified when they respond.

Tracking Quote Status

In Pipeline, quotes show their status:

Following Up

If a quote hasn't been viewed or responded to:

1. Open the quote
2. Click Resend
3. Add a follow-up message
4. Click Send