Part 1 — Sending the Quote
Step 1
Once your quote is ready to be sent, click Quote Action in the top-right area of the quote screen.
Step 2
From the dropdown menu that appears, click Email Quote to Customer.
Step 3
A confirmation dialog will appear explaining that this action will save the current quote and send an email to the customer. Click OK to proceed.
Step 4
A success message will confirm the email has been sent. Click OK again to dismiss it.
📬 What the customer receivesAfter clicking OK, the customer will receive an email with a link. They can click"Click Here to view your estimate"to be redirected to their quote online.
Part 2 — Customer Reviews & Responds
Step 5
The customer opens the link from their email and reads through the quote. They then place their initials in the Customer Agreement section.
Step 6
Once they've initialed, the customer clicks Approve to officially approve the quote.
Step 7 (Optional)
If the customer does not agree with the quote contents, they can click Revise instead. A pop-up will appear where they can type their comments and feedback.
Once the comment is written, the customer clicks Send — this notifies the sales rep to revise the quote accordingly.
Part 3 — Converting to Invoice
Step 8
After the customer approves the quote, a success screen appears. Click View Invoice to be redirected to the newly created invoice.
Step 9
From the invoice view, you can click Send Receipt to email the customer a receipt for any balance due.
Step 10
To formally send the invoice, click Invoice Actions in the top toolbar, then choose either:
Send Via Email — sends the standard invoice email
Send Custom Email — lets you customize the message before sending
Need help?If you run into any issues sending a quote or invoice, reach out to our support team and we'll be happy to help.