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Sending the Quote to Your Client

< 1 min read

To send the quote to your client:

  1. Locate the estimate/quote you want to send in the Estimates/Quotes section.
  2. Click on the estimate/quote to view the details.
  3. Click the “Send” button.
  4. Enter the recipient’s email address and any additional message.
  5. Click “Send”.

Your client will receive an email with the estimate/quote details and a link to view and accept the quote.

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