How-To Guides
Build and Send a Reviewed Quote
Turn verified plan quantities into a carefully priced quote, share it with the customer, and keep the final decision attached to the work.
See it in BuildVision AI
Public quote review
Share a Secure quote review that can be password protected, downloaded as PDF, accepted, declined, and optionally signed, with clear missing, revoked, and retry states.
- Branding, markdown, and Download PDF
- Password gate and retry states
- Acceptance and signature
What you'll accomplish
Send a complete quote and understand the customer's acceptance or decline path.
Steps
- Review the takeoff and create quote lines from only accepted AI and manual items.
- Price, validate, preview, and save the quote before an external action.
- Create a share link or send to a valid customer email.
- The customer uses Secure quote review to inspect markdown scope and terms, download PDF, and accept or decline when enabled and not expired.
What to expect
- Share/send flushes pending quote edits first and stops when the save fails.
- Existing quote/share data can require password, expiry, or signature in customer view; the current team editor does not expose those configuration controls.
- The sender can revoke an active share link after confirmation and create a new link when needed.
- No win-rate or speed claim is required to explain this product value.