Daily use
Why not just send a PDF?
At DoneQuote you share a quote as a personal link, not as a PDF attachment. That's a deliberate choice.
A PDF is a snapshot. As soon as you change something (a price, a line, a date), the file the customer has in their inbox is no longer correct, and you have to send a new version. Before you know it, three PDFs are circulating and nobody knows which one is right.
The quote link solves that:
- Always current. The customer automatically sees the latest version. Change something and you don't have to resend anything.
- Approval in one click. The customer approves directly or asks a question on the page itself, without the back-and-forth of signatures on paper.
- Insight for you. You can see when the quote was viewed and when there's a response.
- Complete. Photos, attachments, and notes stay neatly together, on the phone too.
Still want a file for your own records? You can: in the editor you download the whole quote as a PDF. That one is meant for you, not to send to the customer. See Can I download a quote as PDF?.
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