How to Send Quotes Online
Learn how to send professional quotes online and track when customers view them.
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Why send quotes online?
Online quotes arrive instantly — no waiting for the post. The customer can review and accept from their phone or computer without printing or scanning anything.
You also get visibility — you can see when the customer opened the quote, which helps you time your follow-up perfectly.
How to send a quote online
Create your quote in your quoting software, add the line items and prices, then click send. The customer receives an email with a link to view the quote online.
They can review it, accept it or request changes — all from their browser. When they accept, you are notified automatically and can convert the quote to an invoice.
Send quotes online and track views
Customers can review and accept from any device. You get notified instantly.
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