Send a Quotation to Your Customer
Email a quotation with a PDF attached. With approval off, send from Draft. With approval on, approve it first.
Step 1
Open the quotation
Open the quotation from the Quotations list.
Step 2
Get it to Approved
With approval off, Send from Draft. Approval is recorded as it is emailed. With approval on, submit and have an approver approve it before sending.
Step 3
Send the quotation
Use Send to email the customer with the quotation PDF attached. Make sure the customer has a contact email, or specify recipients when sending. Use Resend to send another copy without changing amounts.
Expected outcomes
- Quotation is emailed to the customer
- Status moves to Sent
Related tutorials
Quotation Approval Workflow (Maker-Checker)
Turn on internal approval, understand submit/approve, self-approval rules, and who can send.
Quotation Lifecycle Statuses Explained
A complete guide to every quotation status — what it means, how you get there, and what actions are available next.
Record Customer Acceptance or Rejection
Mark a sent quotation as accepted or rejected by the customer to track your sales funnel.
Convert a Quotation to an Invoice
Turn an accepted quotation into an invoice draft with the quoted values snapshotted.