---
title: "Preview as client"
description: "Before sending the estimate as a quote, check how the document and email look from the client's side. Three ways: the send dialog, the downloaded PDF, and the saved copy after sending."
locale: en
category: quotes
slug: preview-as-client
updatedAt: 2026-05-06
---
# 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](/helpcenter/quotes/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](/helpcenter/quotes/sharing-quotes) and watch the **Pending quotes** and **Accepted quotes** stats on the dashboard.