How to preview and send a quote to a customer

Learn how you can preview and send a quote to a customer via email
Written by Mony
Updated 1 week ago

You can send a quote to a customer via email once you have created a quote in just a few clicks.

Sending the quote to a customer will automatically set the Quote status to 'Sent'

You can see a preview of what the email will look like to your customers below.

How to preview and send a quote via email to a customer:

  • Click on 'Preview/send quote'

  • A preview box will pop up showing you a preview of what your customer will see

  • Chose to 'Send' it or 'Edit' the quote template (default for all quotes)

  • Once sent the quote status will automatically be set to 'Sent'

Example of what the quote email will look like to your customers email:

Considerations:

  • Any custom items that you add will be added to quote
  • You can make changes and resend
  • Prices on quotes that have NOT expired are LOCKED IN for customers no matter your changes
  • Customers who have a customer portal account will be able to accept the quote from the customer portal

Relevant articles:

Need help with creating quotes? Email us - we're here to help you: help@maidily.com

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