Send a quote to a customer
When a quote is ready, use the Send button in the action bar at the top of the quote. A standard quote needs at least one line item; a quote that uses a document template configured without items or pricing can be sent with no items or dollar amount. Every quote needs Terms & Conditions and one recipient, either an existing contact or a valid email address. When a contact has additional email addresses, the recipient picker lists each one under the contact's name so you can send to a specific address (see Give a contact more than one email address). When you send, Essential emails the quote to the customer for signature, includes a PDF copy, and moves the quote from Draft to Unsigned. Follow-up and resend emails also include the current PDF.
Sending also starts the quote's validity period. The quote shows a Valid through date, and the customer can review and sign for the rest of that day. Afterward, the quote expires and must be reactivated before it can be signed.
After it's sent the contents are locked, and Resend, validity, Revert to Draft, and Void are available from the ... menu. To revise an Unsigned or Expired quote, choose Revert to Draft there. Essential warns you before it makes the customer link unavailable, stops pending follow-ups, and reopens the quote for editing. You must send the revised quote again when it is ready. A Signed quote must be voided before it can be reverted. If the quote was created for the wrong customer or property, create a new quote instead.
Before sending, review the email Reply To and custom message. Reply To defaults to your login email so the contact can reply directly to you, and you can edit it before sending. If Business profile email is selected under Settings -> Quotes -> Quote -> Email reply-to, this field is hidden and replies go to your business email instead. The custom message appears in the body of the quote email. Sending a quote can also enroll the contact in quote outreach so unanswered, bounced, or signed quotes show up for follow-up in Tasks.
For a scope-only quote, monetary template fields in quote emails and texts stay blank. If you customize the email or text template, wrap pricing labels and amounts in {% if show_items_and_pricing %}...{% endif %} to show the whole pricing block only for priced quotes.
Where to find it: On the open quote, the Send button in the action bar at the top. After sending, use the ... menu for Resend, validity, Revert to Draft, and Void.
The Custom Message starts with your business’s saved default. To change it for everyone, open Settings → Quotes & Invoices → Quotes → Quote → Default email message and click Save changes. You can still edit it for an individual send. See Set the pre-filled message for quotes and invoices.
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