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How do I email quotes directly to a client?

Learn how the email quote feature works.

Amanda Martinson avatar
Written by Amanda Martinson
Updated over 7 years ago

Emailing quotes to your clients is as simple as a couple of clicks. To email a single quote, just click 'Email' on the plan you'd like to send. You will be asked to provide the client's email address, as well as your own, then send! You will receive a copy of the email to the address provided.

You can also send up to three quotes at once by clicking 'Compare' on each plan you'd like to send. Once you have selected the plans, click 'Compare' on the blue banner at the bottom of your screen, then 'Email Plan Quote.'

If you are quoting off of a client's existing file, you will not be asked for email addresses. Instead, the feature will use the address on file for that client.

Don't forget to check your spam filter if you are not receiving copies of your quotes!

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