Sharing Quotes

Send professional estimates to your clients.

Sharing Options

Email Directly

Send from BuildVision:

Open Your Quote

Navigate to the quote you want to send.

Click Send

Click the Send button.

Enter Recipients

Add client email addresses:

• Primary contact
• CC others (optional)
• BCC yourself (optional)

Add Message

Write a personal note:

• Brief introduction
• Key highlights
• Call to action

Send

Quote emails to client with link.

Share Link

Get a link to share anywhere:

1. Open quote
2. Click Share → Copy Link
3. Send via your own email, text, etc.

Download PDF

Create a PDF file:

1. Open quote
2. Click Export → PDF
3. PDF downloads to your device
4. Attach to any email or print

Print

Physical copy:

1. Open quote
2. Click Print
3. Adjust settings
4. Print

Client View

What your client sees:

Online View

When clients open the link:

• Professional formatted quote
• Your company logo and info
• Line items and totals
• Accept/Decline buttons
• No login required

Client Actions

Clients can:

• View - Read the full quote
• Download - Get PDF copy
• Accept - Approve and sign
• Decline - Reject with reason
• Ask Questions - Send message

Online Acceptance

How It Works

1. Client clicks Accept Quote
2. Reviews terms
3. Signs electronically (typed name)
4. Acceptance recorded

What You See

After acceptance:

• Quote status → "Accepted"
• Timestamp recorded
• Signature captured
• Notification sent to you

Declined Quotes

If client declines:

• Status → "Rejected"
• Reason recorded (optional)
• You can revise and resend

Password Protection

For sensitive quotes:

1. Click Share Settings
2. Enable Password Protection
3. Set a password
4. Share password separately

Client must enter password to view.

Link Expiration

Control how long links work:

After expiration, link shows "Quote Expired."

Tracking

View Status

See if clients opened your quote:

View Analytics

See engagement details:

• When first viewed
• How many times viewed
• Time spent viewing
• Device/browser info

Quote Revisions

Sending Updates

If you need to revise:

1. Open quote
2. Make changes
3. Save as new version or update existing
4. Resend to client

Version History

Track all versions:

• V1, V2, V3...
• See what changed
• Client sees current version

Revision Notes

Add notes explaining changes:

• "Updated pricing per our call"
• "Added additional scope items"
• "Removed optional items"

Professional Appearance

Company Branding

Your quotes show:

• Company logo
• Contact information
• Brand colors

Configure in Settings → Company.

Quote Layout

Customize appearance:

• Header style
• Section formatting
• Footer content
• Terms display

Email Templates

Default Template

BuildVision sends with standard messaging.

Custom Templates

Create your own:

1. Go to Settings → Email Templates
2. Create quote email template
3. Use variables:
   • {client_name}
   • {quote_total}
   • {valid_date}

Troubleshooting

Q: Client says link doesn't work

• Check link hasn't expired
• Verify password (if protected)
• Resend fresh link
• Try PDF instead

Q: Quote looks different for client

• Check browser compatibility
• Client may be on mobile
• PDF ensures consistent appearance

Q: Client accepted but I wasn't notified

• Check notification settings
• Look in email spam folder
• View quote status directly

Next Steps

• Creating Quotes - Build estimates
• Templates - Save time with templates
• Projects - Manage awarded jobs