Guide · 367 answers

How YourCA works, step by step.

How do I send a service quote?

  1. Open the quote and press Send. Check the address, add a note if you want one, and press Send.
  2. The email comes from your business name and replies go to your business email. The PDF is attached. With no business email set, the sheet says so and Send waits: press Business details, add it, then send.
  3. The quote reads Sent. It reads Viewed once the customer opens the link.
  4. Show the customer puts the options on your own screen for a customer standing beside you, with no cost or margin.
Worth knowing

Once sent, a quote is fixed. Press the pencil to edit it: that makes a new revision, and the link moves to it when you send it.