Letting clients see quotes and estimates online

Let clients see your quote, ask questions about it and even accept it – online in their browser.

Here’s what your client will see:

Sending a link to an online quote

Sending a link to your online quote is easy:

  1. Visit your quote
  2. Select the ‘Send Quotation’ button
  3. Make sure ‘Add a link so they can see this quote online’ is checked
  4. Send the email!

Your client will receive your email message, a PDF attachment of your quote and a link to view your quote online. 

When users select the link in the email, they'll be taken to your quote, as shown above.

Some common questions…

What happens when a client asks a question online?

We'll forward the entire question on to you in an email, and ping you a notification in YourTradebase.

What happens when a client accepts a quote online?

Congrats, you've had a quote accepted! 🎉 

We'll tell you the good news with an email and a notification in YourTradebase. Oh, and we'll mark the quote as accepted, too.

Can I see what my client will see?

Sure thing. You can preview your quote:

  1. Visit your quote
  2. Select ‘Preview
  3. You'll see what your client sees

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