> For the complete documentation index, see [llms.txt](https://learn.withessential.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://learn.withessential.com/revenue/quotes/send-a-quote-to-a-customer.md). # 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. It needs at least one line item and one recipient, either an existing contact or a valid 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. If your business has turned off **Reply to sender** under Settings -> Quotes, this field is hidden and replies go to the 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. > **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. ## Related guides * [How a customer reviews and signs a quote](/revenue/quotes/how-a-customer-reviews-and-signs-a-quote.md) * [Why can't I send a quote?](/revenue/quotes/why-cant-i-send-a-quote.md) * [Add a line item to a quote](/revenue/quotes/add-a-line-item-to-a-quote.md) * [Apply a discount to a quote](/revenue/quotes/apply-a-discount-to-a-quote.md) * [Attach a file to a quote](/revenue/quotes/attach-a-file-to-a-quote.md) * [Set quote validity and reactivate an expired quote](/revenue/quotes/set-quote-validity-and-reactivate-an-expired-quote.md) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://learn.withessential.com/revenue/quotes/send-a-quote-to-a-customer.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.