Send a quote, and change one you sent.

Sending is always your own press, and you are always asked once more. VOBIX never sends a quote by itself.

Send it

1. Open the quote. Find Finish and send.
2. Press Send this estimate (or Send this quote).
3. VOBIX asks: Send this estimate to rosa@example.com?
4. Press Yes, send it.

The client gets a short message with one private link. No amount is written in the message. The lead's card moves to your "quote given" stage.

When it cannot be sent

If something is missing, the page says This estimate cannot be sent yet and lists every reason. Each reason has a link to the place that fixes it:

• It has no lines, or a line has no price.
• The total is zero or less. This also counts an extra that takes money off: with every such extra taken, something must be left to pay.
• It comes to more than a quote can hold (1,000,000,000.00).
• It has no Valid until day, or that day has gone by.
• A piece of fill-in text is still there, like "[days]" or "TBD".
• The lead has no email address.
• For a text: the phone on the card does not hold one clear number. VOBIX says "We can't tell which number this is — fix the phone on the card."
• The address is on your do-not-contact list.
• Your business has no name or no phone number.
• Email is not connected yet.

The same list is checked again when you press Yes, send it. A quote that is not ready cannot leave.

While you wait

• The quote says Sent, then Opened when the client first opens the link.
• You are told in Notifications when they open it and when they decide.
• Press Send this estimate again if they lost the message. The link they already have keeps working.
• If the message did not go out, it stays on the lead's card, marked Not sent. Press Try again there. VOBIX checks the quote once more and sends a fresh link.

Change a quote you sent

1. Open the quote. Press Change this estimate.
2. A new version opens in the editor, with the same lines.
3. Change it, save it, send it.

What you sent before stays exactly as it was. You can read it under Versions. Its link tells the client that a newer version replaced it.

Good to know

• A sent quote is frozen. Nobody can change what the client was shown. That is why a change is a new version.
• The link is private, and VOBIX does not keep it. In the lead's conversation your message says [private link] where the link was. Field staff do not see that message at all.
• While a quote is being sent, it cannot be saved. For those few seconds the editor says "This quote is being sent right now". What your client receives is exactly what was checked.
• Only your client can approve or decline. Nobody on your team can mark a quote approved, not even an owner. If a client says yes on the phone, ask them to open the link and press Approve, or write it down with Log a contact.
• Two quotes started at the same moment each get their own number. If VOBIX ever says "Another quote was being started at the same moment", press the button again.
• One press, one message. If the same press arrives twice, one message goes out.
• After its last day a quote nobody answered says Expired. Give it a new last day in a new version and send it again.
• An approved quote is not changed. Use a change order instead (see the next guides).
• Sending by email needs a connected mailbox. That is not available yet on the live product; this copy of VOBIX uses a practice mailbox.