Send Quote
Send quote to client for approval
Step by Step
1
Open the quote you want to send
2
Review all information
3
Click 'Send'
4
Choose method: Email or WhatsApp
5
For email: confirm recipient
6
For WhatsApp: message opens in app
7
Quote status changes to 'Sent'
Tips
- •Client receives link to view and approve online
- •You're notified when client opens quote
- •You can resend if needed