How to Send a Quote

Once you've Created a Quote, it's time to send it to your customer. To do this, follow these steps:

From the User Menu Panel on the left, navigate to Quotes to click into the quote you want to send.
At the top of your quote, click Email:
Select a quote template. (This will pre-populate with your default.)
Select your contact/contact person from the drop-down. (This will pre-populate with the contact already linked to the quote).
If required, you can CC or BCC additional contacts.
Enter a subject line. (This will pre-populate with a default.)
Edit the body of the email if required. It will include a link for clients to view the quote.
Add any attachments. Use the quick links to add files already saved to the lead or contact (optional).
Click Preview.
You can either go back and Continue Editing, or Send.

Note: When you click Send, you will see a pop-up asking you to confirm you wish to send.

Automation: Once you've sent the quote, the quote status will automatically update to Quote Sent.

Viewing a Quote (Clients)

Once the quote has been sent, the client can view it by clicking the link provided.

From here they can:

Accept or Decline the quote
Comment on the quote
Print to PDF.

Automation: If the client accepts, declines, or comments on the quote, the person who has sent the quote will receive a notification. This will come through to the Emails section for that contact.

If the client accepts or declines the quote, the quote status will automatically update to Quote Accepted or Quote Declined.

Read More: Revising a Quote.