Why can't I send a quote?

A few things can block sending. The Send button appears only while the quote is in Draft, and stays disabled until any changes are saved and Terms & Conditions are selected. A standard quote also needs at least one line item. A quote that uses a document template configured without items or pricing does not need a line item or dollar amount. You set one recipient, either an existing contact or a valid email address, when you send.

An already-sent (Unsigned) quote is re-sent with Resend from the ... menu instead of the Send button. If it has expired, reactivate it before resending. Your business also needs a quote email template configured; if it's missing, sending fails with an error.

Send reports the email send result. If the initial email is rejected, the quote returns to Draft so you can check the recipient address and try again. A failed resend leaves an already-sent quote Unsigned. Once Send confirms success, you do not need to resend it.

Where to find it: On the open quote, the Send button in the action bar at the top

Related guides

• Send a quote to a customer
• Why can't I edit a quote?
• Why can't I save a quote?
• Set quote validity and reactivate an expired quote
• Add a line item to a quote
• Apply a discount to a quote