Answer
You can send quotes by email or share the direct link. When sending, a fresh PDF is automatically generated and attached.
Steps
- Go to Finance > Quotes and open the quote you want to send.
- Go to the Share & Notes tab.
- Choose one of the following options:
- Share link: Copy the quote link and send it manually to your client. - Send by email: Click "Send by email". The client receives a branded email with the quote details, a link to the online viewer and a PDF attachment.
- You can also generate or refresh a PDF via "Refresh PDF".
Tips
- The quote status automatically changes to "Sent" after sending by email.
- When the client opens the quote, the status changes to "Viewed". You can see this in the overview.
- The online viewer displays the quote in your brand style with your company colours.
- Internal notes are only visible to you and are not included in the email.