Send formatted estimates to sales reps with shareable links

Sales reps formatting quotes manually leave prospects waiting and deals stalling. Generate a polished estimate and attach a shareable link to the customer record so reps deliver proposals quickly.

Overview

Manual quote creation stalls pipeline momentum and lets competitors respond first. This workflow produces a polished estimate, stores a shareable link on the customer record, and gets reps sending proposals quickly—users report faster response times and zero missed follow-ups.

Notable Features

Generate branded estimate PDFs
Attach shareable link to record
Populate estimate from incoming record