How to send a quote to your client

Email a polished quote with a PDF and a no-login link your client can accept and sign right in the browser.

2 min readLast updated June 4, 2026

How do I send a quote to my client?

On the Review step of the quote wizard, select Send to client. Homeezy emails your client a PDF copy plus a no-login link they can open in any browser to view, accept, and sign the quote. Sending also moves the quote from draft to sent so you can track what happens next.

Send it, save it, or template it

  • Send to client — emails the quote and shares the public link. The quote must have at least one line item.
  • Save as draft — keeps the quote private and editable; nothing is sent yet.
  • Save as template — saves the line items as a reusable estimate template for future quotes.
  1. 1
    Reach the Review step

    Finish your line items and move to the final step of the wizard.

  2. 2
    Set terms (optional)

    Add a valid-until date and deposit percentage if you want them on the quote.

  3. 3
    Send to client

    Select Send to client. The quote is emailed with a PDF and a no-login link.

  4. 4
    Track the response

    Watch the status change as your client views, accepts, or declines — the activity feed records each event.

Your client doesn't need a Homeezy account. They accept and sign right from the link — no login, no friction.

An email with a PDF copy of the quote and a secure link. From the link they can review the line items and totals, then accept and sign or decline.

While the quote is still in draft you can edit and send. Once a client accepts or declines, the quote is finalized. To revise after that, create a new quote.

No — both are optional. Add them on the Review step if they help, or leave them off.

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