Sending a Quote to Your Client
How to publish and share a quote with your client for review and acceptance.
Publish and share
Once your quote is ready, click Send Quote. This:
- Publishes the quote and generates a unique client-facing URL
- Sends an email to your client with a link to view the quote
- Sets the quote status to Sent
Your client can open the link on any device — no account or login required.
The client view
Your client sees a clean, branded page showing:
- Your business logo and details
- All line items with descriptions and pricing
- Totals and tax breakdown
- Terms & conditions
- Action buttons: Accept, Decline, or Request changes
Quote statuses
| Status | Meaning |
|---|---|
| Draft | Not yet sent — only visible to you |
| Sent | Shared with client, awaiting response |
| Accepted | Client clicked Accept |
| Declined | Client clicked Decline |
| Expired | Past the expiry date without a response |
Re-sending and duplicating
- Resend — Click the ··· menu on a sent quote to resend the email with the same link.
- Duplicate — Create a copy of any quote as a new draft. Useful for repeat work.
Reverting to draft
If you need to make changes after sending, click Revert to draft. This hides the quote from the client until you send it again.