Preview as client

Before the client gets the quote, make sure it looks and reads the way you want it to. Bulido gives you three ways to check, depending on whether you're previewing the email, the PDF, or the sent copy for the record.

1. Check the email before sending

In the Send by email dialog (after clicking Send by email in the quote view), you see the full email exactly as it'll go out:

• Recipient address
• Subject
• Body with variables filled in (client first name, quote number, validity date, etc.)

This is exactly what the client receives: your template, real values, the Accept / Reject buttons rendered. You can still tweak anything here before clicking Send.

One thing to note: "The quote PDF will be automatically attached to the message." The email itself is the cover letter; the actual quote is the attachment.

2. Download the PDF for a preview

From the quote view, click Download PDF. You get the same file the client gets in the email. Open it on your computer and check:

• Whether your logo and company info look right.
• Whether room and item names are typo-free.
• Whether prices are in the mode you wanted (net or gross — see Net or gross prices).
• Whether the totals add up.

Downloading the PDF doesn't change the quote status or send anything. You can do it as many times as you want while you polish the quote.

3. Check the sent copy (after sending)

Once a quote has gone out, the quote view gives you access to the exact email content that was sent: subject, body, date, and recipient. The PDF that went to the client is preserved in the send history. You can come back any time and check exactly what the client received.

Heads-up: don't click the accept/reject links yourself in the email you sent to the client. Each one registers a decision once, and would change the quote status.

What's next

When the quote looks right, send it to the client and watch the Pending quotes and Accepted quotes stats on the dashboard.