> ## 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 to Dealroom

> Share your quote with clients via email or direct link and enable e-signature

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.

## Prerequisites

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

## 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**.

## Share via email

<Steps>
  <Step title="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.
  </Step>

  <Step title="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
  </Step>

  <Step title="Add a personalized message">
    Enter a **Message** that will appear in the email body alongside the Dealroom link.
  </Step>

  <Step title="Set up automatic reminders (optional)">
    The **Automatic reminder** section sends follow-up emails if no signature is received. {/* TODO: verify reminder configuration options - checkboxes and delay fields not visible in tested account */}

    <Tip>Automatic reminders save you from manual follow-ups and increase signature rates.</Tip>
  </Step>

  <Step title="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.
  </Step>
</Steps>

## Share via direct link

<Steps>
  <Step title="Switch to the Get link tab">
    In the **Share new quote** modal, click the **Get link** tab.
  </Step>

  <Step title="Copy the link">
    Click the copy icon next to the quote link to copy it to your clipboard.
  </Step>

  <Step title="Share the link">
    Paste the link into your preferred channel: custom email, WhatsApp, SMS, instant messaging, or any other platform.
  </Step>
</Steps>

## 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.

## 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**

## Related resources

<CardGroup cols={2}>
  <Card title="Set up e-signature" icon="signature" href="/user-guide/quotes/reference/lifecycle">
    Configure electronic signature for quotes
  </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="pencil" href="/user-guide/quotes/reference/quote-anatomy">
    Modify quote content and settings
  </Card>

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