From your Portfoliobox admin panel, you can send quotes to clients with ease. When you send a quote, your client receives a clear and professional document in their inbox. This keeps your workflow simple in your portfolio website.
To send a quote, you must first change its status to Sent. At this stage, the quote cannot be edited.
Send a quote
- Click Libraries & Tools.
- Choose Quotes & Offers under Business Tools.
- Hover over the quote you wish to send and click Edit.
- Click View and Share.
- Set the status to Sent if not already done.
- Fill in your client's email address if needed.
- Write your message.
- And click Send.
Your client will receive an email containing a link to access and review the offer. You will also receive a copy of the email for your records. Your client can use the link to access the quote, review the details, and print it if they wish. If your client accepts the offer, they can fill out the form on the quote page.
Once the quote is accepted, the system will automatically change its status to "Accepted". On the quote, a message will state, "This quote has already been accepted".
