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How do I create a quote letter from my estimate and share it with my client?

Learn how to create, edit and share your quote letter to your client

Dan C avatar
Written by Dan C
Updated over a year ago

Audience: Builder/ Trade/ Supplier/ Dealer

Read/Watch time: 20 mins

Article contents: Video guide

This video covers how to send an estimate to your client by showing how to:

  • Select the right quote letter layout to use

    • The print only layout

    • The custom layout

  • Edit options on the quote

  • Preview the quote

  • Different methods to deliver the quote to your client

    • Email

    • Client portal

    • Digital acceptance

How to produce a professional custom quote letter for North American users

How to produce a professional custom quote letter for Australian and New Zealand users

Related Articles

The quote letter layout options

What changes can I make to my customizable layout quote?

How to save a quote layout for reuse

How to delete a layout you no longer need

Advanced editing in the customizable layout quote

Customizable layouts for quote letters - upload & edit images

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