How do I send a service quote?
- Open the quote and press Send. Check the address, add a note if you want one, and press Send.
- 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.
- The quote reads Sent. It reads Viewed once the customer opens the link.
- 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.