> For the complete documentation index, see [llms.txt](https://docs.samita.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.samita.io/sa-request-a-quote/managing-quotes/send-quotation.md).

# Send a quotation

Email your priced quote to the customer, and send it again after you revise it.

Editing a quote tells the customer nothing. Sending it is the step that puts your offer in their inbox.

You will use it again every time you revise a quote and need the customer to see the new version.

## Two ways to send

<table><thead><tr><th width="300">Where</th><th>How</th></tr></thead><tbody><tr><td>From the <strong>Quotes</strong> page</td><td>The send email action in the <strong>Actions</strong> column of the row, between download PDF and duplicate.</td></tr><tr><td>From the open quote</td><td><strong>Resend an email</strong>, at the bottom of the <strong>Payment</strong> panel next to <strong>Mark as unread</strong> and <strong>Mark as paid</strong>.</td></tr></tbody></table>

Use the row action when you are working through the list. Use **Resend an email** when you have just finished pricing and are already looking at the quote.

## Send it

{% stepper %}
{% step %}

### Open Quote list

Go to **Quote list** in the app navigation to reach the **Quotes** page.
{% endstep %}

{% step %}

### Make sure the quote is ready

Check the **Price & quantity** boxes and the **Total** in the **Payment** panel. If you still need to set prices, do that first — see [View and edit a quote](/sa-request-a-quote/managing-quotes/view-and-edit.md).
{% endstep %}

{% step %}

### Send it

Either use the send email action on the quote's row, or click **Resend an email** on the open quote.

<figure><img src="https://2993310686-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIvNtDAMNVIdy5nl9kiOU%2Fuploads%2FUOJwcrXrWwIM9QLYJwA4%2Fimage.png?alt=media&amp;token=51f21f0e-8572-4cb4-b51d-122efe90d550" alt=""><figcaption><p>Sending the quotation emails the customer your reply.</p></figcaption></figure>

Or resend in quote list

<figure><img src="https://2993310686-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIvNtDAMNVIdy5nl9kiOU%2Fuploads%2FIkU5YCOWnxGYqE9eyUGL%2Fimage.png?alt=media&amp;token=99ab17ca-ef39-4e35-af04-a2d63b430c33" alt=""><figcaption></figcaption></figure>
{% endstep %}
{% endstepper %}

## This is not the automatic acknowledgement

Two different emails are easy to confuse.

<table><thead><tr><th width="270">Email</th><th>When it goes out</th></tr></thead><tbody><tr><td><strong>Auto response email</strong></td><td>Automatically, as soon as a customer submits a quote — a "thanks, we have got it" message. Set up under <strong>Advanced settings</strong> > <strong>Email notifications</strong>.</td></tr><tr><td>The quotation you send</td><td>When you use the send email action or <strong>Resend an email</strong>, after you have priced the request.</td></tr></tbody></table>

<figure><img src="https://2993310686-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIvNtDAMNVIdy5nl9kiOU%2Fuploads%2F3hkCIBcHsZEb6yFumkHl%2Fimage.png?alt=media&amp;token=52b7c499-30b4-4751-8582-22785b39676f" alt=""><figcaption><p><strong>Advanced settings</strong> > <strong>Email notifications</strong> controls the automatic emails.</p></figcaption></figure>

You control the wording and look of what customers receive — see [Emails sent to customers](/sa-request-a-quote/emails/emails-to-customers.md).

{% hint style="info" %}
Business buyers often need a document they can circulate internally, not just an email. **Attach PDF file** in the notification editor does that automatically — see [Attach a PDF to quote emails](/sa-request-a-quote/emails/attach-pdf.md) and [Download a quote as PDF](/sa-request-a-quote/managing-quotes/download-pdf.md).
{% endhint %}

## Sending again after changes

There is no limit on sending. A normal negotiation runs: send your price, the customer asks for a better one, you revise the quote and use **Resend an email**.

Note what you agreed in the **Timeline** comment box while it is fresh — "Only you and your staff can see comments", so it is safe to record the margin or the reason for a discount there.

## If the customer says it never arrived

The usual causes are spam filtering and a mistyped address. Check the **Email** on the quote first, then see [Troubleshooting](/sa-request-a-quote/help/troubleshooting.md).

Sending from your own domain helps a lot. Under **Advanced settings** > **Email notifications**, the **SMTP** section lets you use your own mail service instead of the app's default one — see [Send from your own address (SMTP)](/sa-request-a-quote/emails/smtp.md).

## Next steps

* [Convert to a draft order](/sa-request-a-quote/managing-quotes/convert-to-draft-order.md) — when the customer accepts
* [Emails sent to customers](/sa-request-a-quote/emails/emails-to-customers.md) — customise what they receive
* [Send from your own address (SMTP)](/sa-request-a-quote/emails/smtp.md) — send from your own address


---

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