> ## Documentation Index
> Fetch the complete documentation index at: https://docs.flashquotes.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Sending Quotes

> Learn how to send and share quotes with potential customers

## Overview

Once you've created and customized a quote, Flashquotes provides multiple options for sharing it with your potential customers.

<Info>
  Learn how to [configure your quote template](/contacts/quote-view) for a modern, conversion-optimized experience that
  can significantly boost your booking rates.
</Info>

## Sending Options

### Email Delivery

1. Click the `Send quote` button
2. Select the appropriate booking form
3. Select your send from email address
4. Add recipient email address(es)
5. Review and customize your subject line and email body
6. Click `Send`

<Tip>
  Need to add another email address? Click `+ Add email` to [connect a new
  Google account](/settings/integrations/google). Learn why [Google Workspace/Gmail is recommended](/settings/integrations/email-provider) for professional quote sending.
</Tip>

<Note>
  Easily set a default custom email body and personalized subject line in your [quote
  settings](https://app.flashquotes.com/settings/quotes?tab=email). Subject lines support lead-specific shortcodes like `{{lead.first_name}}` for better personalization.
</Note>

### Email Analytics

<AccordionGroup>
  <Accordion icon="chart-line" title="Tracking Quote Performance">
    Admins can now track how leads interact with quote emails through comprehensive analytics:

    #### Quick Overview

    * On the [Pipeline](/pipeline) page, look for the eye icon next to sent quotes to see the number of times each quote has been opened

    #### Detailed Analytics

    When viewing a sent quote, you'll find detailed email analytics including:

    * Number of times the quote email has been sent
    * Total number of opens
    * First and last open timestamps
    * Complete activity timeline showing all sent and opened events

    This information helps you understand lead engagement and optimize your follow-up strategy.
  </Accordion>
</AccordionGroup>

### Manual Share Options

To share a quote link manually:

1. Click `More actions` in the top right
2. Select `Share quote link`
3. Choose the appropriate booking form
4. Copy and share the link
5. Click `Mark as sent` when done

<Note>
  Quotes will expire a certain number of days after being sent. Expired quotes cannot be booked - customers will be prompted to request a new quote or contact you. Configure default expiration in your [quote settings](/settings/quotes).
</Note>

<Warning>
  When sending quotes, always ensure you select the correct [booking
  form](/forms/booking). This will determine the booking form presented when
  your lead books the event.
</Warning>

<Info>
  Payment terms are configured directly on the quote in the Booking Flow section.
  Learn more in our [Booking Flow guide](/contacts/booking-flow).
</Info>

## Best Practices

1. Review quote details before sharing
2. Ensure the correct booking form is selected before sending
3. Follow up with leads as needed
4. Track quote status regularly
5. Monitor for client engagement

## Next Steps

After sending a quote:

* Follow up with leads as needed
* [Review bookings](/bookings) when your quote is booked

## Handling Expired Quotes

When quotes reach their expiration date, they become unbookable to ensure pricing and availability remain current.

### What Happens When Quotes Expire

<AccordionGroup>
  <Accordion icon="ban" title="Customer Experience">
    When customers view an expired quote, they:

    * See a clear message that the quote has expired
    * Cannot proceed with booking
    * Are presented with two options:
      1. **Request a New Quote** - Starts a fresh conversation with updated pricing
      2. **Contact Company** - Reach out directly to discuss options

    This ensures customers always receive current pricing and availability.
  </Accordion>

  <Accordion icon="shield-check" title="Business Protection">
    The expired quote prevention feature protects your business by:

    * Preventing bookings with outdated pricing
    * Ensuring availability is verified before booking
    * Avoiding conflicts with pricing changes or discontinued services
    * Reducing disputes over old rates
  </Accordion>

  <Accordion icon="edit" title="Extending Expiration Dates">
    Admins can modify expiration dates at any time from:

    * **Contact Details Page** - Edit directly from the contact view
    * **Quote Edit Page** - Change while editing quote details
    * **Quote View Page** - Quick edit from the quote preview

    You can:

    * Extend quotes that are about to expire
    * Reactivate expired quotes by setting a future date
    * Remove expiration entirely for special cases
  </Accordion>
</AccordionGroup>

### Best Practices for Quote Expiration

<Steps>
  <Step title="Monitor Approaching Expirations">
    Check your [Pipeline](/pipeline) regularly for quotes nearing expiration. Proactively extend them if you're still in conversation with the lead.
  </Step>

  <Step title="Follow Up Before Expiration">
    Send a reminder email 2-3 days before expiration to create urgency and offer to answer any questions.
  </Step>

  <Step title="Reactivate When Needed">
    If a lead re-engages after expiration, simply extend the expiration date to make the quote bookable again.
  </Step>

  <Step title="Create Fresh Quotes When Appropriate">
    For significantly expired quotes (30+ days), consider creating a new quote with updated pricing rather than extending the old one.
  </Step>
</Steps>

<Tip>
  Set your default expiration period in [quote settings](/settings/quotes) to balance urgency with giving clients adequate decision time. Most companies find 7-14 days optimal.
</Tip>

## Tracking Quote Performance

Our analytics tools help you understand how leads interact with your quotes, giving you valuable insights into engagement and helping you time your follow-ups perfectly.

### Understanding Quote Analytics

The system tracks three key engagement metrics for your quotes:

1. **Email Opened**\
   Track how many times your quote emails have been opened. Each email open indicates potential interest from your lead.

2. **Quote Viewed**\
   See how many times someone has clicked through to view your quote presentation page online. This metric helps you understand if leads are taking the time to review your detailed proposal.

3. **Book Now Clicked**\
   Monitor how many times leads have clicked the "Book Now" button. This is a strong indicator of intent to book your services.

### Where to Find Analytics

You can find these metrics in two main places:

#### Pipeline & Contact Detail Pages

Look for colored badge pills next to your leads showing:

* Email open count
* Quote view count
* "Book Now" button click count

These quick indicators help you identify your most engaged leads at a glance.

#### Quote Detail Page

For a more comprehensive view, visit the Quote Detail page to see all engagement metrics in one place. This detailed view helps you understand the full journey of how leads are interacting with your quotes.

### Using Analytics Effectively

* **Time Your Follow-ups**: High engagement (multiple email opens or quote views) might indicate a lead is actively considering your services—a perfect time for follow-up.
* **Identify Hot Leads**: Leads who have clicked the "Book Now" button are showing strong intent and should be prioritized.
* **Track Response Patterns**: Understanding when leads typically view quotes can help you optimize when to send them.