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Share a quote and record the customer's decision

Use the quote workspace to check the offer, share a customer link, and record what happened. Saving, sharing, and acceptance are different events.

Before you start

Sign in and save the quote. Confirm the customer identity, contact details, scope, and final discounted price. New customer-ready quotes may be subject to the Free allowance once enforcement is enabled for the service.

A public quote link is intended for its recipient. Anyone holding a valid link may be able to see the included customer-facing information. Share it carefully.

Review, share, and track

  1. In Review, check the customer-facing preview, service address, scope, business details, and final price.
  2. Open Send/share and follow the customer-link prompts. Read any discount or price warning before approving the link.
  3. Use Copy link or Copy message, or the available email or messaging handoff. Paste the prepared message manually if your device does not open the expected app.
  4. Check that you actually sent the message to the right customer. Opening an email or messaging app is not proof of delivery.
  5. Open Track quote to review the response. The customer can accept or decline through a valid link. If they decide outside PriceFlow, record the decision yourself.
  6. When recording a decline, select the reason supported by the conversation. Use an unknown reason when you do not know; a scheduling problem is not automatically a price objection.

What to expect

The saved quote retains its customer decision. Acceptance does not mean the job is completed or paid. Add completed-job results only after the work.

If customer details, scope, or the discount change after a link exists, return to Review and follow the replacement-link flow before sharing the revised offer. Accepted, declined, and expired quotes are locked; use the controlled revision path from Quote History when needed.

Owner response emails are intended as part of the basic workflow, but availability and delivery can vary. Check Track quote for the recorded decision rather than relying on inbox delivery. Automated reminders are not a current promise.

Common questions

Does resending use another Free slot? An already-activated quote does not count again merely because its link is resent or replaced.

Can PriceFlow send the quote to Jobber? Public Jobber connection and handoff are not available. Copy for CRM is a manual copying aid, not synchronization.

When to contact support

Contact support for a wrong customer, unexpected response, or disagreement between the recorded decision and customer page. Do not email an active public quote link or unredacted customer information.

Price and discounts · Completed-job results · Free allowance