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Lead-to-Cash

How to send a quote

Build a quote in under 60 seconds and send it for one-click client acceptance.

  1. Open the lead in your portal.
  2. Click "Send quote".
  3. Pick line items from your service library or write custom ones.
  4. Set expiry date (default 14 days).
  5. Send. Client receives email + SMS with a link to a branded quote page.
Note: Clients can accept the quote with one click. Acceptance triggers the configured next step — usually invoice generation, kickoff scheduling, or both.