Preview a quote
Select Preview Quote to open the client-facing layout in a new tab. The Accept, Reject, and Request Revision controls appear disabled in staff preview, so previewing cannot accidentally record a client decision.
The preview is available after the version has been saved. Use the browser’s Print command if you need to print the quote or save it as a PDF.
Before sending
Confirm that:
- The client contact email is present.
- You are viewing the latest version.
- All changes have been saved.
- The quote and version are not archived or expired.
- Any enabled payment schedule is complete and equals the quote total.
Send the quote
- Open the latest version.
- Decide whether to enable Require confirmation of acceptance.
- Select Send to Client.
The client receives an email with a secure View Quote link. No Timesheets.com login is required.
After sending:
- The version displays a Pending badge.
- The quote appears on the Pending tab.
- The sent version cannot be updated in place.
- A 15-second cooldown prevents accidental duplicate sends.
Acceptance confirmation options
The Require confirmation of acceptance option is off by default.
- Off: The client’s Accept click finalizes the quote immediately.
- On: The client’s Accept click sends a second email. The quote remains Pending Confirmation until the client opens the confirmation link.
Send again
You can resend the latest version. The new email becomes the current review link, and older links may show that they have been replaced.
If the client has accepted but has not completed the required email confirmation, the button becomes Resend confirmation of acceptance. Use it to send the confirmation message again without creating a new review.
Change a quote after sending
Sent versions are locked against in-place updates. Edit the latest version as needed, select Save as new version, then send the new version to the client. Any earlier pending version is locked so that only the newest version remains active.