Send and Track Quotes

Overview#

Sending the quote from Systemise helps keep a complete history of:

• When it was sent
• Who it was sent to
• Which version was sent
• Any follow-up required

Send to client#

1. Open the quote.
2. Use the Send / Email option.
3. Confirm:
   • Recipient
   • Subject
   • Template
   • Attachments
4. Send.

Follow-up workflow#

Recommended cadence:

1. Send quote
2. Follow up after 2–3 business days
3. Follow up again after 5–7 business days
4. Mark outcome (accepted/declined) and record reason

Track status#

• Use Quote Statuses to track: Draft, Sent, Accepted, Declined, etc.
• Filter quotes by status.

Versions#

If you update a quote after sending:

• Keep track of versions (where supported)
• Re-send the updated version
• Record what changed (scope, price, timeline)

Client acceptance (private link)#

If enabled, clients can accept/decline using a secure private link.

• Accepted quotes can be converted into jobs.

Troubleshooting#

Email doesn’t send#

• Check email template configuration.
• Confirm recipient email is present on the contact.
• Ask an admin to verify email delivery settings.