Sending a Quote & PDF Export
Once your quote is ready, you can send it to the client in two ways:
Email with PDF
- Click Send to client on the quote page
- Confirm the client's email address
- The system sends:
- A branded PDF attachment
- A public link for online review
- A note: "A PDF copy of the commercial proposal is attached to this email"
Public Link
The public link allows the client to view, accept, or reject the quote in their browser without needing an account:
- View the quote with full details
- Click Accept or Reject with one click
- You receive an instant notification
PDF Format
The generated PDF includes:
- Your organization's logo and colors (from the template)
- All quote items, quantities, prices
- Discounts and taxes
- Footer text and terms (from template settings)
- A note at the bottom: "This quotation was generated by [name]"
If the button doesn't work
The email contains a public link you can copy and paste directly into your browser.