Creating & sending quotes
Send a quote and share the link
Updated
Once your quote looks right, there are several ways to get it to the client — all from the quote page.
Ways to share
- Email — send the client a branded email with a link to view, accept and sign the quote.
- Copy link — copy the shareable link and paste it anywhere.
- WhatsApp — open WhatsApp with the link and a message pre-filled, ready to send from your own number.
- Download PDF — get a branded PDF to attach or print.
Links beat attachments
A shareable link lets the client accept and e-sign online, and you can see when they open it — so you know exactly when to follow up.
Know when it's opened
When a client first opens your quote, you get an email letting you know — a great moment to follow up. If you don't hear back, our blog has tips on how to follow up on a quote.
Next: see how clients accept and e-sign.
Frequently asked questions
Can the client sign the quote online?
Yes. When you share the link, the client can accept and e-sign the quote in their browser — by drawing, typing or uploading a signature.
Will I know when the client opens it?
Yes. You receive an email the first time a client opens your quote, so you can time your follow-up well.
Still need a hand?
Contact support