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How to share and publish a quote?

Send your sales proposals to your clients

Introduction

Once your quote is finalized and approved (if required), you can share it with your client. Qwoty offers two methods: sending by email via the DealRoom or sharing a direct link to include in your own communications (custom email, WhatsApp, SMS, etc.).

Access

From the quote editor, click Publish. The Share new quote modal opens with two tabs.

Share via the DealRoom (email)

The Share Dealroom tab lets you send the quote by email with access to the DealRoom.

Configure sending

  1. Sender : The sender is automatically set (you or the quote owner).
  2. Recipients : Check the recipients. You can remove a recipient by clicking the cross on their tag.
  3. Email subject : Customize the email subject. Leave blank to use the default subject. You can use dynamic variables :
    • : Sales rep first name
    • : Selling entity name
  4. Message : Add a personalized message that will accompany the email.

Configure automatic reminders

The Automatic reminder section lets you send follow-ups if the quote is not signed.

You can set up to 3 reminders :

  • Check/uncheck each reminder to enable or disable it
  • Set the delay in days after the initial sending

Send the quote

Click Send quote by email. Recipients receive an email with a link to the DealRoom where they can view, comment on, and sign the quote.

💡 Tip : Automatic reminders save you from manually following up with your customers and increase your signature rates.

Share via a link

The Get link tab lets you retrieve direct links to the quote without sending an email.

Copy the link

Each recipient has a unique link. Click the copy icon next to the link to copy it to your clipboard.

You can then share this link via the channel of your choice (custom email, WhatsApp, SMS, instant messaging, etc.).

Download the PDF

Click Download PDF to download a PDF version of the quote. Useful for sending as an attachment or printing.

💡 Tip : Each recipient has a unique link, which makes it possible to track who views and signs the quote.

Related articles

  • How to set up electronic signature for a quote?
  • How to edit a quote?
  • How to use the DealRoom?