How to Send a Quote
Now you've Created a Quote, it's time to send it to your customer. To do this, access the Quotes tab from your user menu panel. Find the quote you want to send and follow the below steps:
- At the top of your quote, click the 'Email' button.
- Select the required quote template. This will pre-populate to your default.
- Select your contact from the dropdown, this will pre-populate the contact set on the quote.
- If required, add the CC'd or BCC'd contacts.
- Enter the subject or leave as the default.
- You can update the body of the email if required. This will have a link for clients to view the invoice.
- Add attachments. Use the quick links to add files saved to the lead or contact - optional.
- Click 'Preview' to view your email to the client.
- Once you've checked your preview, click send!
Note: you will see a pop up requesting confirmation that you want to send this quote.
Tip: if you need to go back and change any information or add any attachments, simply click the continue editing button at the bottom of the page.
Automation: once you've sent the quote, the quote status will automatically update to quote sent.
Receiving a Quote
Once you've sent the quote to the client, they are able to view by clicking the link provided in the email.
From here they can:
- View the quote.
- Accept or Decline the quote.
- Comment on the quote &
- Print to PDF.
Automation: if the client comments on the quote, the person who has sent the quote will receive a notification & this will come through to the 'Emails' section under the contact.
If the client accepts or declines a quote, this will notify the sender and come through to the 'Emails' section under the client and automatically update the quote status.
For information on Revising a Quote.
Check out our help video below, please note we are constantly improving and updating so some things may have changed!