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Quote lifecycle

Send a quote and handle a customer response

Review the recipient and proposal before sending, then use the recorded response to choose the next workflow.

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Last updated 21 Oct 2026

Sending a quote is the customer-facing delivery step. Confirm the proposal before using the send action.

Steps

  1. Open the quote and check its customer, property, contact, items, pricing, terms and dates.
  2. Use Send when the quote is ready for the selected customer contact.
  3. Review the quote status and any response or question recorded through the available workflow.
  4. Update the quote only where the status and available actions permit it.
  5. Continue to booking or invoicing only after the appropriate customer decision.

Troubleshooting

If sending is unavailable, check the quote state, recipient details and the visible validation messages before creating another quote.

Before you send

Confirm the selected contact can receive the quote, and that its scope, item totals, tax, terms, validity and deposit information are ready for the customer. Keep internal notes out of the customer-facing proposal.

After a response

Use the quote response controls and the recorded status rather than assuming an email reply completed the workflow. If the customer requests a material change, review the permitted edit path and send the revised proposal only when it is ready.

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Understand quote statuses

Use quote status and customer response to distinguish a draft proposal from sent, accepted, declined or cancelled work.

Create follow-on work from an accepted quote

Use the available booking or invoice workflow after acceptance, while keeping the quote as the commercial record.

Create a booking

Create a one-off or recurring booking for a customer property.