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Documentation Index

Fetch the complete documentation index at: https://docs.qwoty.io/llms.txt

Use this file to discover all available pages before exploring further.

Once your quote is finalized and approved, you can publish it to your client. Qwoty offers two methods: send by email with Dealroom access, or share a direct link to include in your own communications.

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Prerequisites

  • Your quote must be in Approved status (or Draft if approvals are disabled)
  • At least one recipient must be added to the quote
  1. In the left side menu, click Project → Quote, then open the quote
  2. Click Share
The Share new quote modal opens with two tabs: Share Dealroom and Get link.

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Publish via email

1

Select the Share Dealroom tab

This tab lets you send the quote by email with access to the Dealroom.
2

Configure the email

  • Sender: The sender is automatically set to you or the quote owner
  • Recipients: Review the recipient list. Remove a recipient by clicking the cross on their tag
  • Email subject: Customize the subject line or leave blank to use the default. You can use dynamic variables:
    • {{owner.first_name}}: Sales rep first name
    • {{business_unit.name}}: Selling entity name
  • Message: Add a personalized message to accompany the email
3

Configure automatic reminders (optional)

The Automatic reminder section lets you send follow-ups if the quote remains unsigned.You can configure up to 3 reminders:
  • Check or uncheck each reminder to enable or disable it
  • Set the delay in days after the initial sending
4

Send the quote

Click Send quote by email.
Automatic reminders save you from manually following up with customers and increase signature rates.
1

Select the Get link tab

This tab provides direct links to the quote without sending an email.
2

Copy the recipient link

Each recipient has a unique link. Click the copy icon next to the link to copy it to your clipboard.You can share this link via any channel: custom email, WhatsApp, SMS, or instant messaging.
3

Download PDF (optional)

Click Download PDF to download a PDF version of the quote for attachments or printing.
Each recipient has a unique link, which lets you track who views and signs the quote.

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What happens next

When you publish a quote:
  • The quote status changes to Published
  • Recipients can access the Dealroom to view, comment on, and sign the quote
  • If you configured automatic reminders, Qwoty sends follow-up emails based on your schedule
  • You can track views and interactions in the quote activity log

Set up electronic signature

Configure signature settings for your quote

Use the Dealroom

Learn how clients interact with the Dealroom

Edit a quote

Make changes to an existing quote

Track quote activity

Monitor views, comments, and signatures