Send a quote

Sending a quote gives the client their private link, where they review it, choose add-ons and sign. The quote is marked sent on its own.

Email it

1. Open the quote and press Send quote.
2. The email opens on your default template with the client's address, a subject and a message. Start from a template picks another one.
3. Leave Attach the quote PDF ticked to send the PDF too. You can also attach files saved on the quote.
4. Change anything you like, then press Send.

Text it

1. Press Text at the top of the quote.
2. The text carries the client's link. Change the words if you like and send it.

Send it some other way

1. Open More and press Client link. The link is copied.
2. Paste it wherever you are talking to the client.
3. Open More and press Mark sent, so the quote counts as with the client.

Good to know

• Emails go from your own mailbox once it is connected under Settings, Me, My email, and the email is kept in the quote's Communications box, at the foot of Items.
• Until the quote is sent, the client's link only says the quote is not ready yet.
• The Money tab has the link in a box with Copy link, Preview and New link, and says when it was sent, first opened by the client, and signed.
• Opening the link yourself while signed in does not count as the client opening it.
• A quote cannot be sent until it has a delivery address and its distance, unless the client picks up.
• The Quotes list tab With the client shows every quote that has gone out and is waiting.

If something goes wrong

• The email is refused because of the client's choice. They have Can email off. See Client consent.
• The email goes, but the client never gets it. Client messages may not be turned on for your company yet. See Turn on client messages.
• There is no Send quote or Text button. Your role does not have the Message clients switch. Ask your admin.
• The client says the link does not work. It may have expired. Press New link on the Money tab and send it again; the old link stops working.