Send a quote

In the app: a draft quote → Send

Preview first

Preview PDF shows the quote as your customer will see it, stamped “Draft”. It works offline.

Send

1. Tap Send (or Sign and send if your business signs this document too).
2. Read the confirmation. It mentions any notes under Before you send and any AI quantities you haven’t checked.
3. Tap Send to the customer, or Customer signs on this phone if they’re with you. See Your customer signs on your phone.

Sending needs a connection. The quote gets its number from our server, and Quotebird keeps an unchangeable copy of exactly what you sent.

Share it

Sending doesn’t email anyone by itself. Once the quote is ready, choose how it goes:

• Share link: your customer’s page, where they read, accept, sign and pay. Send it by text, WhatsApp or any app.
• Share PDF: the PDF itself.
• Email to …: Quotebird emails the customer from your business’s name, with the PDF attached and replies going to your email. You can send up to 100 emails a day.

You can share again later with Share at the bottom of the sent quote. The link stays the same, even after a revision.

Did they see it?

The sent quote’s Customer page row says Not opened yet or Viewed with the date. Link previews and your own look at the page don’t count as a view. The badge on the Quotes tab changes to Viewed, then Accepted when the customer signs, and you get an email.

If it won’t send

• Choose a customer first. or Add at least one item first.
• Your logo is still uploading. or Photos are still uploading. Wait a moment and try again.
• Your changes are still syncing. Wait until the line under the title says All changes saved.
• Can’t be sold at the home: see Before you send.