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Quotes & approval links

Sending a customer approval link

One link carries the mockups, the spec with factory codes, your price, and an Approve button that works on any phone — no customer account needed.

  1. 1

    Export → "Quote, job card & approval…".

  2. 2

    Fill the customer's name, email, and phone (email/phone enable one-tap sending).

  3. 3

    Add pricing lines (qty × rate), any discount, tax, and the deposit % — totals compute live.

  4. 4

    Click "Approval link". Then send it: "Email to customer" sends a branded email, "Text it" opens your messaging app pre-filled, or Copy and paste it anywhere.

  5. 5

    You'll get an email the moment they approve or request changes.

Your email must be verified before you can create approval links (it keeps the links spam-free). If it isn't yet, the dialog says so and shows a "Resend verification email" button right there — click the link in that email and the step unlocks on its own, no re-signup. Resends are limited to one a minute.

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