Send a quote
Email a quote with a link where the customer can accept or decline, and an optional PDF copy.
- Who can do this
- Owners, or people with Send quotes and View quotes
- Where
- Sales, then Quotes
- You'll need
- A recipient email address, quote emails turned on, and a total above zero
On this page
Email the quote
- Open the quote and select Send quote. On a quote you have already sent, the button is Send again.
- Check the Recipient. It starts with the customer's email address.
- Enter a Personal message if you want one, up to 2,000 characters. It replaces the standard message.
- Choose whether to Attach the quote PDF.
- Select Send email.
A draft becomes Sent. Sending doesn't post anything to your books.
What the customer receives
The email shows the quote number, dates, the first five lines and the total, with a View Quote button. It opens a page where the customer can read the full quote, download it, and accept or decline. The link works without signing in, until 30 days after the expiry date and for at least 30 days from sending. See the quote page.
The subject and standard message come from the Quote tab of Customer emails in General or Emails in Nonprofit, where you can also turn Attach PDF on as the starting choice.
When it can't be sent
- The customer has no email address and you didn't enter one.
- Quote emails are turned off on the Quote tab of Customer emails in General or Emails in Nonprofit.
- The total is zero, or the quote has expired. Edit the expiry date to send it again.
- The quote is accepted, declined, converted or void.
The quote's own page in QixCount shows when the email is queued and when the mail server accepts it. Acceptance doesn't confirm the customer received it.
While an email is still waiting to go out, sending the same email again doesn't send a second copy. To change the recipient, message or PDF choice, wait until it has gone.
When the last email's outcome is unknown
Sometimes QixCount can't tell whether the mail server accepted an email. The quote page then says so, and Send again explains that another copy can't be sent. QixCount doesn't retry it, so the customer doesn't get the quote twice by accident. Check with the customer. If it didn't arrive, select Download PDF in the PDF menu and email it yourself.