Sales
Send a quote by email
How to send a saved quote to your customer using a branded email template.
Once a quote is saved you can send it to the customer using one of your branded email templates.
Open the send panel
- Open the quote from Sales → Quotes.
- Click Send in the top-right corner. The send panel slides in from the right.
Choose recipients and template
- To — defaults to the primary contact on the quote. Add other recipients with comma-separated email addresses.
- Template — choose a saved email template. The subject and body fill in automatically, including the quote PDF as an attachment.
Personalise the message
Edit the subject and body as needed. Placeholders such as {{contact.first_name}} and {{quote.total}} are replaced when the email is sent.
Send
Click Send to deliver the email. The quote status moves to Sent and a copy of the email is logged on the quote's timeline.
Troubleshooting
- No templates listed — ask an administrator to set up a quote-email template under Settings → Templates.
- Email didn't arrive — check the quote's timeline for delivery errors and confirm your email-sending domain is verified.