Sending a quote and getting it signed

Sending a quote creates a client page: a clean web link you can text or email straight from the share sheet.

Your client opens the link, sees the menu and the total, and can accept it. On the Pro plan they can also e-sign to lock it in.

The client portal, part of Pro, lets them come back to that page later to review what they agreed to and how to pay their deposit.

You do not have to wait by the phone. When a client views or accepts, the quote moves along your pipeline so you can see where every job stands.

Sent a quote with a mistake? A sent quote stays locked exactly as the client saw it. Editing creates a new version for you to send in its place.