Before you send
- Complete Review and clear required approvals or blocking preflight items.
- Confirm the signer name and email address.
- Preview the customer-facing proposal and check the equipment, service, totals, terms, and dealer branding.
Prepare the email
- 1Open Cover & Send.
- 2Confirm the recipient. Add CC or BCC recipients only when needed.
- 3Write the subject and cover message, or start from an available template.
- 4For purchase-style proposals, choose whether the proposal shows a unit breakdown or totals only when that control is available.
- 5Review the auto-generated proposal attachment and any additional attachments.
- 6Use Preview for a final customer-view check.
- 7Send now or choose an available scheduled time.
After delivery
The quote moves into the delivery and signature states shown in Quotes. Use the delivery timeline on Cover & Send to review send activity. An awaiting-signature quote remains open for the customer until it is signed or the proposal link is no longer active.
If sending is blocked
Return to Review and follow the blocking reason. Common fixes include completing signer information, resolving a pricing preview error, correcting missing quote data, or obtaining approval.
Still stuck?
Send the quote number, the step you were on, and the exact message shown to support@quotedeck.io.