How to send a quote or estimate

Share a finished quote or estimate so your client can review it and respond.

1
Open the document
Open the quote or estimate from Documents or from the related project.
2
Check it is ready
Confirm the client, totals and dates. Draft documents stay private until you send them.
3
Send it
Choose Send. Clemion shares the document with the client and can email them a link when an email address is saved.
4
Wait for their response
Your client can review it in the Client Hub and accept or decline it. You will see the updated status in Clemion.

Still need help?