Sending a quote

Sending a quote from Bulido boils down to clicking Send by email in the quote view. The client gets a message with the quote as a PDF attachment, and they decide — Accept or Reject — with a single click in the message body.

What the client gets

An email in their language (PL, EN, or DE), with your company name in the footer and a subject line you can customise before sending.
A PDF of the quote as an attachment. A full, printable document: your details, client details, project address, rooms, line items, totals.
Two buttons in the body: Accept and Reject. These are secure, single-use links. No random visitor can register a decision on the client's behalf, even if the email gets forwarded.

How the client responds

The client opens the email, reviews the PDF, comes back to the message body, and clicks one of the buttons:

Accept: the browser opens a short confirmation page: "Thank you for accepting the quote.". The decision is recorded in Bulido.
Reject: same idea, with the matching confirmation page: "The quote rejection has been recorded.".

Each link works once. If the client changes their mind after clicking, they need to contact you — they can't undo it themselves. Once a decision is registered, the link is no longer active.

What you see after sending

The quote's status flips to Sent immediately after you click Send by email.
After the client decides, the status changes to Accepted or Rejected (see What happens after acceptance or rejection).
You get an email notification about the client's decision.

Other channels (WhatsApp, SMS, print)

Bulido sends quotes through its own email system. There's no built-in WhatsApp or SMS integration. If the client prefers another channel, you have two options:

Download the PDF from the quote view and forward it through whichever channel you usually message clients on (WhatsApp, Messenger, your own email). The client won't get the Accept buttons that way. They'll confirm separately, and you flip the quote status to Accepted manually in the dashboard.
Send the email anyway if the client has an email address. Ping them on the other channel to let them know the quote is in their inbox.

What's next

What the client gets

An email in their language (PL, EN, or DE), with your company name in the footer and a subject line you can customise before sending.

A PDF of the quote as an attachment. A full, printable document: your details, client details, project address, rooms, line items, totals.

Two buttons in the body: Accept and Reject. These are secure, single-use links. No random visitor can register a decision on the client's behalf, even if the email gets forwarded.

How the client responds

The client opens the email, reviews the PDF, comes back to the message body, and clicks one of the buttons:

Accept: the browser opens a short confirmation page: "Thank you for accepting the quote.". The decision is recorded in Bulido.

Reject: same idea, with the matching confirmation page: "The quote rejection has been recorded.".

Each link works once. If the client changes their mind after clicking, they need to contact you — they can't undo it themselves. Once a decision is registered, the link is no longer active.

Other channels (WhatsApp, SMS, print)

Bulido sends quotes through its own email system. There's no built-in WhatsApp or SMS integration. If the client prefers another channel, you have two options:

Download the PDF from the quote view and forward it through whichever channel you usually message clients on (WhatsApp, Messenger, your own email). The client won't get the Accept buttons that way. They'll confirm separately, and you flip the quote status to Accepted manually in the dashboard.

Send the email anyway if the client has an email address. Ping them on the other channel to let them know the quote is in their inbox.