Client Delivery & Email Sending

Share polished proposals by email and WhatsApp, and track what clients open.

Sending

Send a proposal by email

Generate a branded proposal and email it to your client from inside Quest.

5 min read

Share a quote over WhatsApp

Send a client-ready link to a proposal directly via WhatsApp.

3 min read

Download or print a proposal as PDF

Export a polished PDF for offline sharing or printing.

2 min read

What your client sees in a proposal

A look at the interactive proposal page clients open, and how they accept.

4 min read

Share-page layouts for client links

Atlas, Lagoon, Noir, Solstice, Verde, and Classic — independent from PDF packs.

5 min read

PDF design packs and appearance

Company defaults, per-quote overrides, journey map pages, and brand colour.

5 min read