Send a quote for client approval
Send the client a quote they can open on any device and approve with their name. Your costs and profit are never shown.
On this page
With one click you can send the client a clean quote built from the order. They open it on their phone or computer, check the prices and details, and approve it by typing their name. No login is needed on their side.
Send the quote
Open the order
Open the order from Orders or the Board.
Go to Client approval
Click Send for approval at the top of the order page. It takes you to the Client approval box on the Files tab. It does not send anything yet.
Send it
Click Send quote for approval.
One click does everything: Salone takes a snapshot of the order, gives the quote a number like QUO-000001, and emails the client.
Check the result
A message appears under the title:
- "Sent to the client by email." All done.
- "Created. Couldn't email (...). Share the link below." The quote exists but no email went out, usually because the client has no email on file.
Either way, the approval link appears with a Copy button. You can paste it into a text message or your own email.
What the client receives
The email comes from your company name. The subject is Review and approve your order. It greets the client by first name, shows the total, and has a Review & approve button plus the link. It ends with the quote number for reference.
The email is sent from a no-reply address, so ask clients to call or email you directly with questions rather than replying.
What the client sees
The link opens a simple page with your company name, the quote number and date. It works the same on a computer and on a phone.
The page shows:
- Prepared for: the contact person, the client name, the job address and the order number.
- Prices: one line for each client-visible price field, then the Subtotal and Total.
- Details: the client-visible spec fields, like colors, handles and materials.
- A Download PDF button.
- Two buttons: Approve this quote and Request changes.
To approve, the client types their full name (this is their electronic signature), can add a note, and clicks Confirm approval. To ask for changes, they write what they'd like changed and click Send request. Each quote takes one answer only, and it can't be undone.
What the client never sees
Salone keeps these off the quote page, the email and the PDF, always:
- Your costs, such as Installation Cost.
- Supplier costs and supplier payments.
- Profit and margin.
- Any field that is not marked Client-visible in Settings.
Follow the quote's status
The quotes for an order are listed in the Client approval box, newest first, each with a status badge:
| Badge | What it means |
|---|---|
| sent | The link is live. The client hasn't opened it yet. |
| viewed | The link was opened. This usually means the client opened it, but email security scanners and your own View click can also set it. |
| approved | The client approved and typed their name. The name shows next to the quote. |
| rejected | The client clicked Request changes. |
| superseded | You sent a newer quote, so this one can no longer be approved. |
View opens the client's page in a new tab. PDF downloads a copy for you.
Send a new version
If something changes, update the order and click Send quote for approval again. Salone creates a new quote with a new number from the order's current details and emails it. The previous open quote becomes superseded, and its page tells the client a newer version was sent.
Approved quotes stay approved. Sending a new quote does not change them.
Good to know
- A quote is a snapshot. Editing the order later doesn't change a quote you already sent. Send a new one instead.
- Links don't expire.
- Quotes can't be edited, deleted or voided. Send a new version instead.
- The email goes only to the client's email on file at the time you send. No copy goes to you.
- Any team member, admin or not, can send a quote.