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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 (if required), you can publish it to the Dealroom. Qwoty offers two sharing methods: sending by email or sharing a unique link via your preferred channel.

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Prerequisites

  • Quote must be in Approved status or Draft (if approval is not required)
  • At least one recipient contact assigned to the quote

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Access the share modal

  1. Open the quote in the editor
  2. Click Share in the top toolbar
The Share new quote modal opens with two tabs: Share Dealroom and Get link.

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Share via email

1

Configure the sender and recipients

The Sender field is automatically set to you or the quote owner.Review the Recipients list. Remove a recipient by clicking the cross icon on their tag.
2

Customize the email subject

Enter a custom Email subject 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
3

Add a personalized message

Enter a Message that will appear in the email body alongside the Dealroom link.
4

Set up automatic reminders (optional)

The Automatic reminder section sends follow-up emails if no signature is received.
Automatic reminders save you from manual follow-ups and increase signature rates.
5

Send the quote

Click Send quote by email.Recipients receive an email with a link to the Dealroom where they can view, comment on, and sign the quote.
1

Switch to the Get link tab

In the Share new quote modal, click the Get link tab.
2

Copy the link

Click the copy icon next to the quote link to copy it to your clipboard.
3

Share the link

Paste the link into your preferred channel: custom email, WhatsApp, SMS, instant messaging, or any other platform.

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Download the PDF

Click PDF in the top toolbar of the quote editor to download a PDF version. Use it for email attachments or printing.

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What happens next

  • The quote status changes to Published
  • Recipients can access the Dealroom to view the quote
  • You can track views and engagement in the quote activity log
  • When a recipient signs, the quote moves to Pending signature or Accepted

Set up e-signature

Configure electronic signature for quotes

Use the Dealroom

Learn how clients interact with the Dealroom

Edit a quote

Modify quote content and settings

Track quote activity

Monitor views, comments, and engagement