Audience: Builder, Supplier, Dealer

Read time: 5 min

Article contents: Screenshots and a walkthrough of the new options for sharing your quote.

Introducing the new Share button

We've simplified the process for sending out your quote to your clients. Now you will find a single button called Share that will handle emailing and posting a quote to a client portal.

Buildxact Customziable Layout

Buildxact Print Only Layout


New Share form

The new share form will walk you through choosing a workflow (Standard or Digital acceptance), choosing your recipients, personalizing your email message and attachments before sending out your quote to your client.

Choose a workflow

On this screen you can choose either the standard or digital acceptance for your quote.

  1. Standard - your client will receive an email with a link to either view or download the quote.

  2. Digital Acceptance - your client will receive a link to the web version of the quote that will include options to download and digitally accept the document.

Recipients

In the recipients section you can add in your clients via the search text box. You also have options to send yourself a copy and include your business details in the body of the email.

Connected to a Client Portal Project

If your estimate has a lead with a published client portal project, you will be given the option to share the quote directly to the portal as well.

Please note that we display here who is invited to your client portal project. This is to alert you that you may be sharing the quote into a portal which at that point still has no one invited/viewing it. The invitation can be made in the linked lead if needed.

Email

In the email screen you can personalize the text of your email before sending it out to a client. You can even save your text as a preset to use again later via the dropdown menu on the right.

Attachments

You can either select existing documents uploaded to the estimate/lead/client or upload and attach a standalone document before sending it our to your client.

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