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Sending Quotes

After creating a quote in Fiskl, you have several options for sending it to your client. This guide will walk you through the process of sending quotes.

Before You Start​

Ensure that you've created, saved, and reviewed the quote for accuracy before sending.

Sending Options​

Send by Email​

Fiskl offers two email formats for sending quotes:

Standard Emails​

HTML-formatted emails provided by Fiskl that:

  • Respect the quote's language setting
  • Can be customized with an email logo set in Templates and brands
  • Use your quote template's primary header color for branding consistency

Custom Emails​

Create unique, company-specific messages in Templates and Brands for various scenarios.

See all the steps to sending a quote via email
  1. Click on the "Email" tab in the quote review screen
  2. Choose between standard or custom email format
  3. Edit the email text if needed
  4. Add Cc or Bcc recipients if required
  5. Click "Send"

Share links provide flexibility in how you send quotes. The generated link is the same one used in the "View Quote" button of emailed quote. It directs your client to a secure page where they can preview the quote and accept it. You can send this link via your own email client, messaging apps, or any other communication method you prefer.

See all the steps to sending a quote via share link
  1. Click "Generate share link" in the quote review screen
  2. Copy the generated link
  3. Paste the link into your preferred messaging app
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Generating a share link automatically marks the quote as "Sent".

Send via Messaging App​

Sending quotes through messaging apps offers a casual yet trackable method of delivery:

In the quotes review screen, select "Share" Choose your preferred messaging app Send the pre-populated message with the quotes link

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The share link directs clients to a secure quotes view page. Messaging apps provide features like read receipts and conversation history for easy tracking and follow-ups.

tip

Consider your client's preferences when choosing between email and messaging apps for quote delivery.

Best Practices for Sending Quotes​

  • Double-check all quote details before sending
  • Use custom emails for a personalized touch with regular clients
  • Keep your email templates professional and consistent with your brand voice

Remember: Clear communication helps maintain good client relationships and can lead to more accepted quotes.