Create hosted quote link from HTML attachment and email team
Create hosted quote link from HTML attachment and email team
Your HTML quote attachments stay in email, delaying client delivery and causing broken or duplicate files. Receive a hosted short link in your sales inbox for immediate sharing same day.
Overview
When HTML quote files live buried in email, your coordinators waste time uploading and fixing links; this flow hosts each HTML quote, shortens the URL, and emails the link to your sales inbox within minutes. That means your team can deliver client-ready quotes same day and reduce back-and-forth before booking.