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When your quote is ready, you share it from the Share button of the quote editor. Sharing publishes the quote: it gets the Published status and its Dealroom becomes available to your customer, who can review the offer and sign it.

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Prerequisites

  • The quote doesn’t require approval, or it’s Approved (see Submit a quote for approval)
  • The quote has a customer whose primary contact has a valid email address
  • The participants who should receive the email are added in the sidebar’s Home tab (the primary contact is added automatically). See Configure the signature

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Open the Share window

1

Save and preview

Click Save, then Preview to check what your customer will see. Click Back to editor to return.
2

Click Share

Click Share in the header. The quote is published right away (status Published) and the Share new quote window opens. For a quote that was already shared, the window is titled Share updated quote.
The window has two tabs: Share Dealroom and Get link.

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Send by email

Share Dealroom tab with sender, recipients, email subject, message, and automatic reminders
1

Check the sender and recipients

Sender is the quote owner. Recipients lists the quote’s participants; click the cross on a tag to leave someone out of this email. If the list is empty, add signers or participants in the sidebar first (“Add signers to share dealroom”).
2

Write the email

  • Email subject: prefilled from the template’s Default email object. Leave it blank to use the default subject, for example “Alex from Acme shared a quote with you” (or “Your quote from Acme has been updated” for an update), built from the owner’s first name and the business unit’s name
  • Message: the text of the email, prefilled from the template’s Default email message
3

Set the automatic reminders

Under Automatic reminder (“Send follow-up emails if no signature”), each row has a checkbox and a Send reminder after delay in days. By default, reminders are sent after 1 and 3 days; admins can change the defaults in the template (Validation › Email & Reminders).
4

Send

Click Send quote by email. Each recipient receives an email with a link to the Dealroom.
Get link tab with the quote link and a copy button
Open the Get link tab and click the copy icon next to the quote link (https://qwoty.app/quote/<token>). Paste it in your own email, chat, or messaging tool. There’s one link per quote, shared by all recipients.

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Download a PDF

Click PDF in the header to generate a PDF of the quote, for example to attach it to an email. The quote needs a customer to generate a PDF.

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What happens next

  • The quote is Published and appears with this status in the quote list, where Open dealroom opens the customer view
  • The sidebar shows who received, opened, or clicked the email. See Email tracking
  • When the customer clicks Proceed to signature, the quote moves to Pending signature, then to Accepted once signed. See Configure the signature
You can still edit a published quote. Save your changes, then click Share again to send the update. If an approval workflow applies, you may need to request approval again first.
If the template’s Dealroom is turned off (Activate dealroom in the template’s Validation tab), the window shows a Publish tab instead: click Publish to publish the quote and send it to your configured automations, without a Dealroom.

Configure the signature

Signers, participants, and the signing flow

Client view

What your customer sees in the Dealroom

Email tracking

Follow email delivery and opening

Change a quote status

Recall, mark as lost, or cancel a quote
Last modified on October 27, 2026