Sending a quote is one click. The customer doesn't need a CrewFinder account — they get an email with a unique shareable link, open it on any device, and accept or decline.
How to send
Open the quote detail page
From Estimates, click the quote in the list.
Click Send to customer
Top right of the page. The button is greyed out if any required customer fields are missing — fill them in first.
Review the recipient
We pre-fill the To address from the customer's email. You can edit it before sending. The CC field is optional.
Tweak the email body (optional)
We default to a short professional message. You can replace it with anything you want — the customer reads this email before they open the PDF.
Click Send
We send the email through our system. The PDF is attached. The quote's status flips from Draft to Sent and the timestamp is recorded.
What the customer receives
An email from CrewFinder on your behalf, with:
- Your company name in the subject and body
- The PDF attached so they can save it locally
- A big orange View quote online button linking to a dedicated page just for them
- A short message from you
Click the View quote online button and they land on a clean page that shows the PDF inline, the total, and three buttons at the bottom: Accept, Decline, Download.
The link works without a login
Customers don't need a CrewFinder account, don't need to install anything, don't need a password. The link is unique and unguessable, scoped to that one quote. It works on any phone or computer.
What happens when they Accept
They type their name, type their email, tick an “I agree” checkbox, optionally leave a note, and click Accept. We:
- Record their name, email, IP address, browser info, and timestamp.
- Append a Certificate of Acceptance page to the PDF (see When a customer accepts (or declines)).
- Send confirmation emails — to the customer with the certified PDF attached, to you (the quote owner), and to your workspace owner.
- Flip the quote status to Accepted on your dashboard.
What happens when they Decline
They type their name + email and click Decline (no I-agree checkbox required). We mark the quote as Declined, log the timestamp, and notify you. There's no Acceptance Certificate; the quote just shows Declined on your list.
What if they don't respond?
Quotes stay in Sent status until the customer responds. There's no auto-expire (yet — that's on the roadmap). It's still on you to follow up — set a Task on the deal for two or three days out and chase them.
Resending the same quote
If the customer says they didn't get the email, you can resend the same quote — same link, same PDF — by clicking Resend on the detail page. Doesn't re-trigger the status change.
Tracking responses
The Estimates list shows a status badge per quote (Draft / Sent / Accepted / Declined). Filter by status using the chips at the top of the list. The Activity feed across the workspace also shows quote sends, accepts, and declines as events.
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