Allow your customers to view, leave comments, and accept your quotes – online.
You can choose to include an online link when you email your quote. Here’s what your customer sees when they view their quote online:
Preview what your customer sees
Want to see what your customer sees when they view your quote online?
View a preview of your online quote:
- Click the ‘More options’ button (top-right: )
- Select the ‘Preview as customer’ option
You can change your quote layout, and which information to display. Find out more about customising your quote display.
How to send a link to your online quote
Sending a link to your online quote is easy:
- Click the ‘Email’ or ‘Send Quotation’ button to open a new email message
- Check the ‘Include a link for customer to view this quote online’ option
- Send the email!
Your customer will receive your email message, a PDF attachment of your quote and a link to view your quote online.