Send quote PDF and SMS link to customer
Send quote PDF and SMS link to customer
Your quote emails and SMS links can go missing, leaving proposals unreviewed and visits unscheduled. Get the PDF and SMS link to customers immediately so bookings can be scheduled same day.
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Overview
When quotes fail to reach customers, decisions stall and scheduling slips. This flow emails the PDF and texts a one‑click view link so customers can review and book, typically within minutes, giving reps same‑day confirmations.