Quotes, Invoices & Payments

How to Send a Quote by Email or PDF

Overview 

Once a Quote is ready, you can email it to the Client/Customer or view it as a PDF. From the Quote, click the email icon, enter the recipient, and send. The PDF icon lets you view the Quote as a document. This gets your proposal in front of the Client/Customer quickly and professionally.

Before You Start 

You need access to the Quotes area and permission to edit Quotes. Have the Client/Customer email address ready.

How to Send a Quote by Email and PDF

  1. From the left navigation menu, select Quote.
  1. Click the plus (+) icon to create a new quote, or the pencil icon to edit an existing one. 
  2. Click the email icon. 
  1. Enter the recipient’s email address. 
  2. Click OK to send the email. 
  3. Click the PDF icon to view the quote as a PDF. 

Tips and Things to Know

  • Email the Quote directly to the Client/Customer from within FieldPie.
  • Use the PDF icon to preview or save the Quote as a document.
  • Double-check the recipient address before sending.
  • A clear, professional Quote helps communicate your offer effectively.

Frequently Asked Questions

Click the email icon, enter the recipient, and click OK to send.

Yes. Click the PDF icon to view it as a document.

From the Quote itself, after creating or opening it.