Sharing a quote

When your quote is ready to be shared with the customer, you click the green Share button at the top.

This will send the deal contact an email with a link to the quote. When the contact clicks on the link, it will be shown in the portal where it can be accepted.

The workflow category Quotes has several customizable workflows that control what happens when quotes are shared, accepted, require approval etc.

By default, the contact will be asked to sign using Bunny's built-in confirmation box. If you enable one of the Docusign, Dropbox Sign or PandaDoc plugins, the quote will be signed using a legally binding signature and you will have a copy of all the signed documents in your e-signing application.