Send a quote and get it accepted online
Email the quote or share its link. The customer reviews and accepts on a secure page; automatic follow-ups nudge them on days 2, 5 and 10 until they answer.
Two ways to send
- Send by email — enter the client's address; the PDF is attached and the email carries a button to the online quote. If you connected Gmail (Settings → Integrations), it goes out from your own inbox and replies land there.
- Copy link — paste it into WhatsApp, a text message or your own email. The link opens the same page.
What the customer sees
A page with your logo, the full quote, the payment schedule and — if you added them — the Good / Better / Best options. To accept, they type their name and confirm. QuoteAI records the name, time and IP address of the acceptance, marks the quote Accepted and notifies you by email and in the notification bell. If the customer has questions, the page shows your contact details.
Automatic follow-ups
When you email a quote, a reminder sequence starts: a polite nudge 2 days later, another after 5 days, a last one after 10. The sequence stops on its own the moment the quote is accepted or declined, or if the customer clicks the unsubscribe link every reminder carries. You never have to remember to chase.
After acceptance
On Pro and Elite, an accepted quote automatically drafts a contract from the province template (see the contracts article). On Starter, the acceptance is your signed-off go-ahead — you can still download the PDF and start work.