Email Delivery

Sending a Proposal via Email

Email your proposal with the PDF attached and a link your client can approve from.

Deliver Your Proposal to the Client's Inbox

Send Proposal emails your client a link to the online proposal with the PDF attached.

Sending also starts the validity countdown and lets you track when the client opens it.

Click Generate Proposal in the builder, or the eye icon on the Estimates list.

The send panel opens.

Client E-mail is filled from the client record (primary or second email). Add other recipients in Other E-mail.

From Name is the name your client sees. Reply To E-mail is where their replies go.

The Message box is required. You can set a default in Business Settings > Labels & Templates > E-Mail Correspondence > Proposal Email Message.

Under Proposal Option, choose which packages to include; the PDF is attached. Use Choose files to add other attachments, such as drawings or photos.

The proposal is sent and its status changes to Sent.

Can I schedule the email for later?

No. The email goes as soon as you click Send E-mail.

Can I get a copy?

Add your own address in Other E-mail.

Who is the email from?

It is sent from QuickEstimate's email address using your From Name. Replies go to your Reply To E-mail.

Send a proposal and see when it's opened and approved.