Sending a quote

A quote that is finished is not a quote that has been sent. Here is every way out of the app, and what each one does.

The link

Every quote gets a private share link only your customer can open. It opens instantly on any device and works without JavaScript, which matters more than it sounds — the person reading it is on a phone, on a train, on whatever browser came with the device.

If a link gets somewhere it should not, regenerate it. The old one stops working immediately.

Email

Send the quote by email with a personal note. On a connected mailbox it leaves from your own address, so the customer's reply lands in the inbox you already watch rather than in a no-reply void — see Your own mailbox and calendar.

Text

Customers who have opted in can be texted the quote. The quote number, the total and the link always arrive intact; if your note runs long it is trimmed and you are told, rather than silently cut off mid-sentence. Consent, quiet hours and what happens on a STOP reply are covered in Text messages and consent.

PDF

For customers who want paper, any quote produces a polished PDF with your company details and logo on it, generated in the cloud.

In the customer's language

Quote pages, PDFs, emails, texts and the customer portal are all written in English or Spanish, whichever your company is set to. A quote keeps the language it was written in, forever — so changing your company language later never rewrites something a customer has already been sent.

What happens next

The moment a customer views, accepts or declines, the quote's status changes and your team is emailed. No more "did you get my email?" calls.

• Accepting is covered in Online acceptance and signatures.
• Chasing the ones that go quiet is Follow-ups and expiry.
• An accepted quote becomes work in Scheduling a visit.