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Sending a quote
Web and mobile2 min readUpdated
Send quote emails the quote. On Pro and Business it can text the quote when there is no email and the customer agreed to texts. You can also hand over a private link or a PDF. When they open it, say yes, or say no, the status changes and your team is emailed.
A finished quote is not a sent quote. On the Send step, Send quote is the button. If there is an email address, it emails the quote and marks it sent. On Pro and Business, if there is no email and the customer has agreed to texts, that same button texts it. Text instead sends a text on purpose, on those plans. Free and Starter send by email, link, or PDF. Here is every way out, 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.
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.
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 opens the quote, says yes, or says no, the status changes and your team is emailed. No more "did you get my email?" calls.
On Starter and above, saying yes also books the first visit. On Free, the button says Yes, I accept, and no visit is booked. The page starts on tomorrow at 9:00 when scheduling is included. They can change the day and the time.
- Saying yes is covered in Online acceptance and signatures.
- Chasing the ones that go quiet is Follow-ups and expiry.
- The visit is covered in Scheduling a visit.