- 1
open a draft estimate
in the action row, alongside "send to customer" is a "preview email" button. drafts only — once a quote is sent, the email is already in their inbox.
- 2
the modal renders the email exactly
subject line, business header, the line items, the totals, the customer signing button. takes a few seconds to load.
- 3
(optional) add a personal note
the intro field lets you drop a one-line note that lands at the top of the email — "hey sarah, thanks for meeting tuesday — here's the quote." customers respond to this kind of touch about 40% more often than to a templated send.
tipif a quote is for a high-value or unusual job, walk through the preview before sending. the customer's first impression of the quote happens in this email — it's worth 30 seconds of your attention.
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