Step 5 of 8: Preview and send
See exactly what your customer will see, then send.
Choose how much detail they see, check their copy, then send. Nothing is sent until you press Send.
Send to
sam.nguyen@example.com
0491 570 157
Send by
Subject
Quote from Ridgeline Electrical: Electrical at 14 Banksia AvenueHi Sam,
Here's your quote: Electrical at 14 Banksia Avenue.
View and accept the quote
Cheers,
Ridgeline Electrical
Nothing goes to your customer until you press Send.
Send to SamWhat each part of the job covers and what it costs. No line-by-line.
Overview
Preview the quote, then send it.
Choose Full breakdown, Section totals or Total only. Your copy always keeps every line.
Switch Viewing as between You and Customer to check it before it goes.
How to set it up
Set it up in 4 steps.
- 1
Tap Preview & send on the quote.
- 2
Check Send to: the customer's name and email.
- 3
Pick Customer sees: Full breakdown, Section totals or Total only.
- 4
Send now, or choose Send tomorrow 8am or Send Monday 8am.
What you get
What's included
Their copy, before they see it
Exactly the page they'll open, with your Look, your terms and the deposit.
The PDF goes in the email
Customers who like a file get one, attached like a normal quote.
Schedule the send
Finishing quotes in the evening? Schedule the email for 8am.
Free for 21 days, with no card needed. Then from $29/mo inc GST, with unlimited quotes.
See all plans