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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