Build professional price quotes, send them to customers via email or SMS, and track approvals — all from the job detail page.
Created but not yet sent to the customer.
Published and shared with the customer.
Customer viewed and initialed the quote.
Customer explicitly accepted — ready to invoice.
Open the job
Navigate to the job you want to quote from your Dashboard or Job Review.
Find the Quote card
Scroll to the Quote section on the job detail page. If no quote exists yet, you'll see a Create quote button.
Click Create quote
This opens the quote editor. The job's customer name, address, and details are pre-filled from the intake chat data.
Add line items
In the quote editor, use the Add line item button to build your pricing breakdown. Each line item has a description, quantity, and unit price.
Set taxes and discounts
You can add a tax rate and discount percentage per quote. These are calculated automatically and shown clearly on the customer-facing quote.
Add notes or terms
Include a personal note (e.g., "Price valid for 30 days") or your standard service terms. This text appears at the bottom of the customer-facing quote.
Publish the quote
When your quote is ready, click Publish. This generates a unique customer-facing link (e.g., quotetxt.com/quote/[token]). The quote status moves to Sent.
Send via email
Click Send via email to deliver the quote to the customer's email address on file. The email includes a direct link to view and approve the quote.
Send via SMS
Click Send via SMS to text the quote link to the customer's phone number. This is often faster for trade service customers who are primarily on mobile.
Share the link manually
You can also copy the quote link and paste it into any message — iMessage, WhatsApp, Facebook Messenger, or anywhere else you communicate with the customer.
When a customer opens the quote link, they see a clean, professional document with your logo, line items, total, and any notes or terms. The experience is mobile-optimized.
To approve, the customer provides their initials and taps Approve quote. This is logged with a timestamp.
You'll receive a notification (email and/or SMS) the moment a customer approves. The quote status updates to Approved or Accepted. The lead itself moves to Won, which tells your team the customer said yes and the work is ready for the next operational step.
QuoteTxt keeps a full version history of every quote edit. If you need to revise a quote after sending (e.g., the customer wants a scope change), editing and republishing creates a new version automatically.
Previous versions are archived and viewable in the quote history. The most recent version is always the active one customers see via their link.
Still need help?
Our support team usually responds within a few hours.