Step 6 of 8: What your customer sees
One quote, with a link and a PDF that always match.
Customers get a link for their phone and the PDF in the email, with the same lines and the same total inc GST.
Quote from Ridgeline Electrical: Electrical at 14 Banksia Avenue
Hi Sam,
Your quote from Ridgeline Electrical is ready.
Total inc GST: $1,689.60 (ref RE-2026-014).
Valid until 19 Nov 2026.
Questions? Call 0491 570 156.
Cheers,
Ridgeline Electrical
Overview
The link and the PDF always match.
Each quote is itemised, shows GST clearly, carries your ABN and licence, and has a valid-until date.
The link and the PDF come from the same quote, so they always agree.
How to set it up
Set it up in 5 steps.
- 1
You press Send. They get an email with the link and the PDF attached.
- 2
They open it on their phone, with no app or login.
- 3
They tick extras, pick an option, or ask you a question on the quote.
- 4
They accept with their name, a tick or a signature.
- 5
You're told straight away, and you can see when they opened it.
What you get
What's included
Extras and choices
When they select an extra, the total changes. What they accept is locked in.
Questions on the quote
They ask on the quote itself. You are notified, and your answer shows on their quote.
A PDF for their records
It is attached to the email, and they can download it from the link at any time.
Free for 21 days, with no card needed. Then from $29/mo inc GST, with unlimited quotes.
See all plans