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What are different ways to send a quote?

Last updated: March 21, 2026

There are several ways to send a quote to your client in InvoiceOwl:

1. Send by email

  1. Open the quote and click Send in the right sidebar (or from the quote edit page).
  2. Choose Email as the sending method.
  3. The "To" field is pre-filled with your client's email address. You can add more recipients, CC, or BCC addresses.
  4. Review or edit the subject line and message body.
  5. Click Send to deliver the quote.

2. Send by text message (SMS)

  1. Open the quote and click Send.
  2. Choose Text Message as the sending method.
  3. The client's phone number is pre-filled if available. You can edit the message.
  4. Click Send to deliver the quote via SMS with a link.

3. Copy a shareable link

  1. Open a quote that has been sent (status must be Awaiting Response, Approved, or Changes Requested).
  2. Click the Copy Link button in the top-right header.
  3. Share the link however you like -- paste it in a message, chat, or anywhere else.

4. Mark as Sent

If you sent the quote outside of InvoiceOwl (for example, in person or through another tool), you can mark it as sent:

  1. Open the quote and click the More Actions dropdown in the right sidebar.
  2. Click Mark as Sent.
  3. The quote status changes to Awaiting Response without actually sending an email.

5. Download or print the PDF

  1. Open the quote and click Print / Download in the top-right header.
  2. A PDF version opens in a new tab that you can print or save.

On the Mobile App

All the same sending methods are available on mobile:

Send by email or text message:

  1. Tap the Quotes tab and open the quote.
  2. Tap Send Quote at the bottom of the screen.
  3. Choose Email or Text Message and review the details.
  4. Tap Send.

Copy a shareable link:

  1. Open a sent quote and tap More at the bottom.
  2. Tap Copy Link. The link is copied to your clipboard for pasting anywhere.

Mark as Sent:

  1. Open a draft quote and tap More at the bottom.
  2. Tap Mark as Sent to change the status without sending an email.

View PDF: Tap the eye icon in the top-right of the quote detail screen to view the PDF (available after the quote has been sent).