Send a quote
Open the quote, tap Send quote, add the customer, tap Text from my phone. Or copy the link, share it or mark it as sent.
Updated 22 Oct 2026 · How-to
On this page
Open the send sheet
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Open the quote and tap Send quote.
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The Send it sheet opens. The top line shows the quote number and total.
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First time? Fill in Your business name. Your customer sees it on the quote and in the text. You only do this once.
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If the quote has no customer yet, add Customer name and their Mobile or email.
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Pick how to send it (below).
Pick how to send it
| Button | What happens |
|---|---|
| Text from my phone | Your messages app opens with the text and link filled in. You hit send, from your own number. Needs the customer's name. |
| Quoza emails the link to your customer. Only shows when email sending is on for your account and the customer has an email. | |
| Copy link | The link is copied. Paste it into WhatsApp, Messenger or anywhere else. Copying counts as sending. |
| Share… | Your phone's share menu opens with the link. Only on phones that support it. |
| Already sent it another way? Mark as sent | For when you already sent it another way. The quote is marked Sent. |
Tap Your text will say: to read the text before it goes.
After you send
You see Sent!, the link under Your quote link (with a copy button), and your free quotes counter. Tap Done to go Home, or Start another quote.
The quote now shows as Sent in your list. When your customer signs, asks for changes or declines, the status changes there.
Send a test to yourself first
At the bottom of the sheet, tap Not ready? Send a test to myself. Quoza emails you the quote so you can open it like your customer would.
- Your customer gets nothing.
- The quote stays a draft.
- It doesn't use up one of your free quotes.
What counts as a free quote
The first real send of each quote counts once: by text, email, copied link, share, or Mark as sent. Sending the same quote again and tests to yourself don't count. See How the free quotes work.
Thanks.
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