Mail and quotes
Email a quote and check the sent record
Send an available estimate to the intended recipient.
Before you start
The property must be unlocked and meet delivery requirements. Confirm the recipient’s email.
Follow these steps
Open the property and review the estimate before sending.
Choose Email the quote where available. Check the recipient, subject and body.
Review any attachments or estimate links offered by the send form.
Send once and wait for the result. Do not repeatedly click while it is sending.
Open Emails sent and inspect the record for that property and recipient.
You have a visible sent record or an error that explains why sending did not complete.
If something looks wrong
- The email action is blocked? Read the property’s setup or credit hold.
- A homeowner cannot find it? Verify the email address and ask them to check spam. A sent record is not proof they opened it.
RELATED WALKTHROUGH
Choose your mailer and email wording
A narrated overview of this workflow using actual app screens and demo data. The written steps above cover this article’s specific task.
Synthetic voice narration. Captions are included in the video; an English caption track is also available.
Read the video transcript
Choose the right piece
Open Company settings, then Mailer templates. Review the available design and format. Preview the piece before assigning it to your company.
Make a copy your own
Make it mine starts a copy you can edit. Save your design and complete any review required for your account. Confirm which design is actually assigned.
Write your quote email
Quote email holds the default wording. Use the supported placeholders shown on the screen, and wait for the save confirmation.
Check the sent record
When you email a quote from a house, verify the recipient and message first. After sending, check Emails sent. A sent record does not prove the homeowner opened it.