Send a quote by e-mail

Send the quote

1. Open Quotes in the menu and click the quote.
2. Click Send quote. A panel opens.
3. Check the fields below.
4. Click Send.

The quote page then shows Sent on with the date and Sent to with the address.

The fields

• From: your workspace’s e-mail. The e-mail comes from Skileo under your workspace’s name, and your client’s answers go to this address.
• To: the recipient’s e-mail from the quote. One address only.
• Message template: choose one of your saved messages. It replaces the subject and the message.
• Language of the buttons in the quote preview: the language of the quote page your client opens.
• Subject and Message: change them as you like. You can have the message written or improved with AI.

The link to the quote

The e-mail has no file attached. Your client reaches the quote through a link. Place it where you want with these placeholders:

• [quote_link]: a link to the quote page, where your client can accept or reject it.
• [download_link]: a link to the quote as a PDF file.

If the message has neither of them, Skileo adds the link to the quote page at the end of the message.

Other placeholders put in the quote’s details: [quote_number], [expiration_date] and [company_name], your workspace’s name.

Save your usual message

To avoid writing the same message each time, save it as a template in Settings, Quote messages. The template set as default fills in the panel each time you send a quote.

Other ways to share a quote

On the quote page:

• Download: the quote as a PDF file, in the language chosen under Document language.
• Open public link: the page your client sees. Copy its address to send it another way.

Common questions