Send a quote and track what happens
Send it, resend it, and mark it accepted or declined when they reply elsewhere.
Written 30 September 2026
What is said in this recording
A quote sits as a draft until you send it. Sending emails the customer a link to their own page, where they can read it, accept it and pay a deposit if you asked for one.
Step by step
- 1
Open the quote.
- 2
Press Send quote.
The customer gets an email with a link to their own copy. The status changes to Sent.
- 3
Press Resend if they say it never arrived.
Same link, sent again. Worth checking their spam folder first.
- 4
If they accept by phone or in person, press Mark accepted.
This does the same as them accepting on their page: the job is created and the diary is updated.
- 5
If they say no, press Declined and record why.
The reason is worth a few seconds. It is what the reports use to tell you whether you are losing work on price or on timing, and it decides whether the Radar ever suggests going back to them.
Worth knowing
Check the activity log before assuming an email failed
Every send is recorded on the Activity page. If email is not configured on your account it says so there in plain words, rather than silently doing nothing.
“No longer needed” and “scope changed” are never chased
Those two decline reasons mean the work itself went away, so the Radar leaves them alone for good. Price and timing are the ones worth revisiting.
You get a record of WHO accepted it
When a customer accepts, they type their name — and their position if they are a business — and confirm a sentence stored word for word, with the date and where the request came from. It shows on the quote and on the invoice. A link being opened is not proof of anything; a named person agreeing to a sentence is.