mayhaw

save a quote as a draft

for quotes you're still building (waiting on a material price, need a teammate to confirm scope, or the customer asked for a tweak), save as draft. the customer never sees it until you click send.

3 steps~2 min
  1. 1

    build the quote as usual

    fill in the customer, line items, terms — everything you'd normally do.

  2. 2

    click "save as draft" instead of "send"

    the draft saves to your mayhaw list with a "draft" badge. it's NOT sent to the customer — only you can see it.

  3. 3

    edit and send when ready

    open the draft from your mayhaw list anytime to keep editing. when it's right, click "send". the customer gets the public link in their email.

    tip

    drafts older than 30 days get archived automatically (they don't disappear — just out of your active list). if you keep coming back to one for weeks, that's usually a sign to send a partial version and tweak from there.

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