Send a quote to a client

Clients don't need a Pricely account. They open a link, review the quote, and accept or decline.

1. Open the quote from your Quotes list.
2. Click Send or copy the client link (public view).
3. Email the link from Pricely, or paste it into your own email.
4. Your client opens the link, reviews details, and clicks Accept or Decline.
5. You'll see the status update on the quote in your dashboard — look for the badge on Quotes in the sidebar when something needs attention.

Learn more about what clients see: Client portal.