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Your customer accesses the Dealroom once you share the quote. Sharing publishes the quote and gives you two ways to deliver it: an email sent by Qwoty, or a link you send yourself.

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Prerequisites

  • The quote doesn’t require approval, or it’s Approved
  • The quote has a customer whose primary contact has a valid email address
  • The people who should receive the quote are participants of the quote (sidebar Home tab)

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Publish and share

1

Open the quote

In the side menu, click Project › Quote and open the quote.
2

Click Share

Click Share in the header. The quote is published (status Published) and the Share new quote window opens, with the Share Dealroom and Get link tabs.
3

Send by email (Share Dealroom tab)

Share Dealroom tab
  • Sender: the quote owner
  • Recipients: the quote’s participants. Click the cross on a tag to leave someone out
  • Email subject: leave blank to use the default subject
  • Message: the body of the email
  • Automatic reminder: follow-up emails if the quote isn’t signed, after 1 and 3 days by default. Check or uncheck each reminder and change its delay in days
Click Send quote by email.
4

Or copy the link (Get link tab)

Get link tab
Click the copy icon next to the quote link and paste it in your own channel. The quote has a single link, shared by all recipients.

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What happens next

  • The quote is Published and its Dealroom is live
  • The sidebar shows the delivery and opening of the emails. See Email tracking
  • Reminders are sent on schedule until the quote is signed
  • When the customer clicks Proceed to signature, the quote moves to Pending signature, then Accepted once signed
To send an update after editing the quote, save it and click Share again: the window is titled Share updated quote and the default subject says the quote has been updated. For more detail, see Publish to Dealroom in the Quotes guide.

Configure the signature

Signers and the signing flow

Client view

What your customer sees

Email tracking

Follow email delivery and clicks

Quote lifecycle

Quote statuses
Last modified on October 27, 2026