Send professional quotes by email and let customers accept online

Quote · New boiler

For Bob Mills · valid 30 days

£3,500

• SentMon 9:12
• OpenedTue 18:40
• Waiting for answer

Quoting is where jobs are won, and where plenty get stuck. A scribbled number in a text, a Word document nobody opens, a PDF that needs printing and signing. TradeCRM turns it into something quick and professional.

Build it in a couple of minutes

From any lead, tap New quote (or use the Quotes page). Add what the job includes, the prices, VAT if you charge it, and how long the quote is valid. You can also ask the assistant to put a draft together; it asks for anything it's missing and saves a draft for you to check.

The customer gets a link, not an attachment

Pressing Send emails your customer a link to a clean, professional page. They read it, then accept (by typing their name) or decline. No account, no app, no printing. The email goes through the same pipeline as everything else, so it shows up in the lead's conversation and any reply threads straight back.

See exactly where it's up to

A quote moves through draft → sent → viewed → accepted / declined / expired. You get a notification the first time it's opened, and when it's answered. Opens are recorded from the customer's browser, not by email link-scanners, so you aren't fooled by a bot "opening" it.

• Sending moves the lead to Quoted and sets its value to the quote subtotal (excluding VAT).
• Accepting moves it to Won.
• Customer said yes on the phone? Mark it accepted yourself.

Nothing goes out by accident

Drafts stay drafts. A quote is only emailed when you press Send, and once it's sent it's fixed, so what the customer saw is what you agreed.

The short version

• Quotes are emailed as a link to a neat online page.
• Customers accept or decline online with no sign-up.
• You see when a quote is sent, opened and answered.