Letting clients see quotes and estimates online

Customers can view their quote online, ask questions, accept it and even sign it – on any computer or device.

A button to view your quote online will be included automatically when you send your quote via email.

Here’s what your customer sees:


Q: What happens when a customer asks a question online?

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

The message will also be saved in YourTradebase so you can access the message quickly from the quote or job.

Q: What happens when a customer accepts a quote online?

Congrats, you've had a quote accepted! πŸŽ‰ 

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.

Q: Can I show a custom message before a customer accepts?

Sure! Just visit Settings > Quotes and update the Quote acceptance message with your custom message.

That message will then be displayed to your customer before they accept your quote online.


Q: Can I see what my customer will see?

Sure thing. Just preview your quote:

  1. Visit your quote
  2. Select β€˜Preview’
  3. You'll see what your customer sees!

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