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DocsSharing & PDF Generation
Send quotes to customers via email, public link, or PDF download
Once a quote has been created and is in an approved or ready-to-send state, you have several options for sharing it with the customer. Each method updates the quote status to track delivery and engagement.
PDF Download
Download the quote as a professionally formatted PDF document. The PDF includes the quote header with your company branding, the introduction text, all line items with pricing, totals, notes, and terms and conditions. Use this option when you need to attach the quote to an email sent outside the CRM or print a physical copy.
Public Link
Each quote has a unique public URL in the format /q/[publicId]. Share this link directly with the customer so they can view the quote in their browser without needing a CRM account. The public page displays the full quote with an option to accept or decline.
Email Delivery
Send the quote directly from the CRM via email. The email includes a link to the public quote page where the customer can review and accept the proposal. When the quote is sent via email, the status automatically updates to Sent.
Sending a Quote via Email
Step-by-step guide to emailing a quote to the customer.
Open the quote
Navigate to the quote you want to send and open its detail page.
Click Send
Click the Sendbutton on the quote detail page. A confirmation dialog will appear showing the recipient's email address (taken from the linked contact).
Review and confirm
Verify the recipient email address and review the email preview. Click Send Quote to deliver the email. The quote status will update to Sent.
Public Quote Page
How the customer views and interacts with the quote.
The public quote page provides a clean, branded view of the quote that does not require the customer to log in. The page includes:
- Quote header — Your company name, the quote number, and date information.
- Introduction — The introductory text from the quote.
- Line items — A detailed table of all products and services with quantities, prices, and totals.
- Totals — Subtotal, discount, tax, and total amounts.
- Notes — Any additional notes included on the quote.
- Terms & Conditions — The full terms and conditions text.
- Accept / Decline buttons — Buttons for the customer to respond to the quote.
Quote Acceptance
How customers accept a quote and the signature process.
When a customer clicks Accept on the public quote page, they may be prompted to provide a digital signature. The acceptance process works as follows:
Customer clicks Accept
On the public quote page, the customer clicks the Accept button to indicate they agree to the quoted terms and pricing.
Signature capture (if enabled)
If signature capture is enabled, the customer is prompted to draw or type their signature. The signature is saved with the quote record as proof of acceptance.
Confirmation
After acceptance, the quote status updates to Accepted and a confirmation message is displayed to the customer. You will receive a notification in the CRM that the quote has been accepted.
Quote Expiry
What happens when a quote reaches its expiry date.
When a quote reaches its expiry date without being accepted, the following behavior applies:
- The quote status automatically changes to Expired.
- The public quote page displays a message indicating the quote has expired.
- The customer can no longer accept or decline the expired quote.
- You can create a revised version of the expired quote with updated terms and a new expiry date.
PDF Generation
Generate a professional PDF document from any quote.
Click the Download PDF button on any quote detail page to generate and download a PDF document. The PDF is formatted with your company branding and includes all quote content: header, introduction, line items, totals, notes, and terms. The PDF file name includes the quote number for easy identification.
PDF Contents
- Header — Company logo, quote number, date, and expiry date.
- Recipient — Company name and contact details.
- Introduction — The introductory text from the quote.
- Line items table — Product names, descriptions, quantities, unit prices, discounts, tax, and line totals.
- Totals section — Subtotal, total discount, total tax, and grand total.
- Notes — Additional notes from the quote.
- Terms & Conditions — Full terms and conditions text.