Letting customers see quotes and estimates online
Let customers view your quote online, ask questions, accept it and even sign it – on any computer or device.
Here’s what your customer sees:
Sending a link to an online quote
Sending a link to your online quote is easy:
- Visit your quote
- Select the ‘Send Quotation’ button
- Make sure ‘See this quote online’ is selected
- 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.
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.
What happens when a customer 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 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. 
Can I see what my customer will see?
Sure thing. Just preview your quote:
- Visit your quote
- Select ‘Preview’
- You'll see what your customer sees