Sending Quotes to Customers

Deliver quotes to customers via email with professional formatting and easy access.

Sending a Quote

Create or open an existing quote

Review all details for accuracy

Click Send Quote or update status to "Sent"

System prepares quote for delivery

Delivery Methods

Email Delivery

Quote details included in email body

PDF attachment (optional)

Link to view quote online (if portal enabled)

Manual Delivery

Generate PDF and send manually

Print for in-person delivery

Share via messaging apps

Customer Notification

When sent via system:

Customer receives email notification

Email includes quote summary

Clear call-to-action for acceptance

Tracking

Sent timestamp recorded

Status automatically updates

View delivery history in quote details

Deliver quotes to customers via email with professional formatting and easy access.

Sending a Quote

Create or open an existing quote

Review all details for accuracy

Click Send Quote or update status to "Sent"

System prepares quote for delivery

Delivery Methods

Email Delivery

Quote details included in email body

PDF attachment (optional)

Link to view quote online (if portal enabled)

Manual Delivery

Generate PDF and send manually

Print for in-person delivery

Share via messaging apps

Customer Notification

When sent via system:

Customer receives email notification

Email includes quote summary

Clear call-to-action for acceptance

Tracking

Sent timestamp recorded

Status automatically updates

View delivery history in quote details

Customer Experience

Field Operations

Business Management

Learn & Discover

Support & Training

Sending Quotes to Customers

Customer Experience

Field Operations

Business Management

Learn & Discover

Support & Training

Sending Quotes to Customers

Sending a Quote

Delivery Methods

Email Delivery

Manual Delivery

Customer Notification

Tracking

Was this article helpful?

Related Articles

Sending a Quote

Delivery Methods

Email Delivery

Manual Delivery

Customer Notification

Tracking

Was this article helpful?

Related Articles

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