How to send a quote to your client
Email a polished quote with a PDF and a no-login link your client can approve and sign right in the browser.
How do I send a quote to my client?
On the Review step of the quote wizard, select Send to client. Homeezy emails your client a PDF copy plus a no-login link they can open in any browser to view, approve, and sign the quote. Sending also moves the quote from draft to awaiting response so you can track what happens next.
Send it or save it
- Send to client: emails the quote and shares the public link. The quote must have at least one line item.
- Save as draft: keeps the quote private and editable; nothing is sent yet.
- 1Reach the Review step
Finish your line items and move to the final step of the wizard.
- 2Set terms (optional)
Add a valid-until date and deposit percentage if you want them on the quote.
- 3Send to client
Select Send to client. The quote is emailed with a PDF and a no-login link.
- 4Track the response
Watch the status change as your client approves or asks for changes. The activity feed records every open, approval and change request.
Your client doesn't need a Homeezy account. They approve and sign right from the link, with no login and no friction.
An email with a PDF copy of the quote and a secure link. From the link they can review the line items and totals, then approve and sign or ask for changes.
Yes. Edit the quote and send it again: the Sent date does not move, so you can still see how long your client has had it. Editing a quote they already approved removes their signature, and the quote goes back to awaiting response.
No, both are optional. Add them on the Review step if they help, or leave them off.
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