> ## 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.

# Publish a quote to Dealroom

> Send your quote to clients by email or share a direct link

{/* AUDIT NOTE: Share modal confirmed: "Share new quote" with two tabs — "Share Dealroom" and "Get link". Share Dealroom tab fields confirmed: Sender, Recipients, Email subject (supports dynamic variables), Message, Automatic reminder (up to 3 reminders). Button: "Send quote by email". Get link tab: unique link per recipient with copy icon, Download PDF button. Nav confirmed as Project → Quote. Note: in tested account clicking Share on a Draft quote published it directly (approval step may be skipped when approvals are disabled). */}

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.

## Prerequisites

* Your quote must be in **Approved** status (or **Draft** if approvals are disabled)
* At least one recipient must be added to the quote

## Navigate to the share modal

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**.

## Publish via email

<Steps>
  <Step title="Select the Share Dealroom tab">
    This tab lets you send the quote by email with access to the Dealroom.
  </Step>

  <Step title="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
  </Step>

  <Step title="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
  </Step>

  <Step title="Send the quote">
    Click **Send quote by email**.
  </Step>
</Steps>

<Tip>
  Automatic reminders save you from manually following up with customers and increase signature rates.
</Tip>

## Share via direct link

<Steps>
  <Step title="Select the Get link tab">
    This tab provides direct links to the quote without sending an email.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Download PDF (optional)">
    Click **Download PDF** to download a PDF version of the quote for attachments or printing.
  </Step>
</Steps>

<Tip>
  Each recipient has a unique link, which lets you track who views and signs the quote.
</Tip>

## 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

## Related resources

<CardGroup cols={2}>
  <Card title="Set up electronic signature" icon="file-signature" href="/user-guide/dealroom/how-tos/send-to-signature">
    Configure signature settings for your quote
  </Card>

  <Card title="Use the Dealroom" icon="handshake" href="/user-guide/dealroom/introduction">
    Learn how clients interact with the Dealroom
  </Card>

  <Card title="Edit a quote" icon="pen-to-square" href="/user-guide/quotes/reference/quote-anatomy">
    Make changes to an existing quote
  </Card>

  <Card title="Track quote activity" icon="chart-line" href="/user-guide/quotes/reference/lifecycle">
    Monitor views, comments, and signatures
  </Card>
</CardGroup>