Publishing & Sharing

Overview

Publishing is when your draft quote becomes a professional, shareable link that clients can access. Think of it as going from "work in progress" to "ready for the client's eyes."

Before You Hit Publish

Quick Content Check

Make sure everything looks professional:

• Intro explains the project clearly - your client should immediately understand what you're proposing
• Descriptions make sense - avoid technical jargon unless your client is technical too
• Pricing looks right - double-check those numbers!
• Contact info is current - embarrassing when clients can't reach you
• Next steps are clear - what happens after they say yes?

The Numbers Game

Give everything a once-over:

• Item pricing makes sense for the work involved
• Quantities are realistic
• Tax calculations are correct
• Totals add up - the math should work
• Currency matches what your client expects

Your Business Details

Quick check that your info is up to date:

• Company name and contact details
• Logo (if you're using custom branding)
• Phone and email that you actually check
• Website if you want to include it

Preview Mode - Your Safety Net

Always preview before publishing! This shows you exactly what your client will see.

How to Use Preview

1. Click "Preview" in the quote editor
2. Look at it with fresh eyes - pretend you're the client seeing this for the first time
3. Test the interactive bits - click around, select options
4. Make sure everything works - links, contact info, calculations

What to Look For

• Does it look professional? Clean, easy to read
• Do the interactive parts work? Selecting options should update totals
• Are calculations right? When clients change selections, does the math work?
• Is the flow logical? Easy for clients to understand and navigate

Preview is just for you - clients can't see this version.

Ready to Publish?

The Publishing Process

When everything looks good:

1. Click "Publish" in the quote editor
2. Confirm you're ready - this makes it live!
3. Get your shareable link - this is what you send to clients
4. Quote status changes from "Draft" to "Published"

What Happens Behind the Scenes

• You get a unique, secure URL that only people with the link can access
• Quote gets "locked" so it stays consistent for your client
• Tracking starts - you'll see when clients view it
• It becomes shareable - ready to send!

Once published, quotes are locked to keep things consistent for clients. Need changes? Create a new quote version.

Sharing with Clients

How to Share Your Quote

Copy and send the link - it's that simple! Here are the best ways:

• Email directly with a professional message (see template below)
• Text message for urgent or casual projects
• Project management tools if you use them
• Embed in proposals or other documents

Email Template That Works

Subject: Quote Ready - [Project Name]

Hi [Client Name],

Your quote for [brief project description] is ready for review:
[Quote URL]

This includes everything we discussed:
- Complete project breakdown
- Transparent pricing for each part
- Optional add-ons you can choose from
- Simple one-click approval when you're ready

Take a look when you have a few minutes. Happy to jump on a call
if you have any questions!

[Your Name]

Keep it friendly and professional. Clients appreciate clarity over formality.

What Your Client Sees

Clean, professional presentation that makes you look good:

• Your project overview and what you're proposing
• Every item broken down with clear descriptions and pricing
• Interactive options - they can select add-ons and see totals update
• Simple decision buttons - Accept or Decline (that's it!)
• Your contact info prominently displayed

Best part: no accounts needed. They just click your link and see everything instantly.

What Clients Can Do

• Browse all the details at their own pace
• Play with options - select add-ons to see how pricing changes
• See real-time totals as they customize their package
• Accept or decline formally when they're ready
• Leave comments or questions if they have them

Keeping Track of Everything

See What's Happening

Your dashboard shows you:

• When clients view your quotes (and how long they spend looking)
• What they're selecting - which add-ons interest them?
• When they make decisions - accept, decline, or still thinking
• Questions they ask via comments

Useful Analytics

Track your success:

• How engaged are clients? Time spent, sections viewed
• What options are popular? See which add-ons get selected
• How fast do decisions happen? Track from send to response
• What's your success rate? Learn what works

This data helps you improve future quotes!

When Clients Make Decisions

The Decision Process

Here's what happens:

1. Client reviews everything and finalizes their selections
2. They click "Accept" or "Decline" - simple as that
3. You get notified immediately via email
4. Quote status updates so you can see the result
5. Everything gets saved with timestamps

When They Say Yes! 🎉

Great news - here's what happens:

• Quote becomes locked with their final selections
• You get all their choices saved permanently
• Project can move to delivery phase
• Quote data is ready for contracts and invoicing
• Time to celebrate and start the work!

When They Decline

It happens - here's how to handle it:

• They can optionally tell you why (budget, timing, scope, etc.)
• Quote stays accessible for future reference
• You can follow up with adjustments in a new version of the quote if appropriate
• Learn from the feedback for next time

No Response Yet?

Don't panic! Clients often need time to decide:

• Send a friendly follow-up after a week or so
• Ask if they have questions rather than pressuring for a decision
• Offer to extend deadlines if they need more time
• Consider a quick call to discuss any concerns

Need to Make Changes?

After Publishing Rules

Published quotes are locked - this keeps things consistent and trustworthy for your client.

If you need to make changes:

• Create a new quote in the same project
• Make your updates in the new version
• Send the updated link with a brief explanation
• Keep the old quote for reference

This approach maintains trust - clients know exactly what they're agreeing to.

Handling Updates Professionally

When sending a revised quote:

Hi [Client Name],

I've made a few updates to your quote based on our conversation:
[New Quote URL]

Changes include:
- [Brief list of what changed]

The previous quote is still valid if you prefer that version,
but this updated one reflects what we discussed.

Let me know if you have any questions!

Keep communication clear and give clients confidence in the process.

Tips for Success

Make It Look Professional

• Use consistent branding if you have it
• Write for your client - avoid internal jargon
• Include clear contact info - make it easy to reach you
• Explain next steps - what happens after they say yes?

Communicate Well

• Send quotes with context - don't just drop a link
• Follow up appropriately - helpful, not pushy
• Respond quickly to questions
• Be genuinely excited when clients accept

Stay Organized

• Check your dashboard regularly for activity
• Set follow-up reminders for pending quotes
• Learn from your analytics - what's working?
• Keep successful quotes as references for future work

Next Steps

After mastering publishing and sharing:

• Return to workflow overview → Quote Basics & Workflow
• Improve content with AI → AI Assistant for Editing
• Perfect manual editing → Manual Quote Editing
• Master AI quote creation → Creating Quotes with AI