Send a quote to the customer
Send an approved quote by email, or copy the customer accept-link to deliver it yourself.
This picks up once a quote is built, priced, and approved (see Build and price a quote for building and pricing). Sending it is where the quote actually leaves your tenant.
1. Send the quote
From the quote, choose Send. The platform renders the quote to a branded PDF and prepares it for delivery to the customer's email address (either one you enter or the address on file for the customer record).
A quote that still needs sign-off cannot be sent — the send route enforces
the same approval gate described in
Clear the approval queue: a
pending, rejected, or returned quote is refused until it's approved.
2. Read the send result honestly
What the send actually did depends on your tenant's delivery setting:
- Email delivery (the default) — the send enqueues an email; it does
not confirm the customer received it. The result reads "Queued for
<address>," never "Sent." A queued email only goes out once the platform's email channel drains the queue, which requires an email provider (EMAIL_PROVIDER) and a sending address (EMAIL_FROM_ADDR) to be configured, and the drain running. Queued is not delivered, and delivered is not opened — those are separate, provider-reported states. - Manual delivery — if your tenant's quote delivery method is set to Manual, the send renders the PDF but enqueues no email at all. The result says the quote was "prepared for manual delivery" — you deliver it yourself (email, text, whatever channel you use).
Even on the email path, a successful send only means the email was queued for delivery — not that the customer received or opened it. Don't tell a customer their quote was "sent" as a guarantee it arrived.
3. Copy the accept-link instead of (or alongside) email
Every successful send tries to mint a tokenized customer accept-link — a one-click URL that opens the quote on the public accept page (see What the customer sees: the accept page). If a link comes back with the send, it's shown as a copyable field with Copy and Revoke actions.
If no link comes back with the send (or you're on manual delivery and want a link to paste into a text or a separate email), mint one directly from the quote and copy it:
- Choose Mint accept-link on the quote.
- Copy the link with the Copy button.
- Paste it into whatever channel you're using to reach the customer.
The link is live until you revoke it or the customer accepts. Revoke kills it immediately — the customer's next open of that link 404s. Revoking is irreversible; mint a fresh link if you need to send another one.
The accept-link is sessionless — anyone holding the URL can open and accept the quote. Treat it like a bearer credential: only share it with the customer, and revoke it if you send it to the wrong person.