Send quote
send_quoteApproves a draft quote and emails it to the customer with a link to accept or decline online. Sends from Tradify using your quote email template, with optional custom recipients and message.
Instructions
Approve the quote and email it to the customer with a link to accept or decline online.
Approves a draft quote (it becomes awaiting acceptance) and emails it from Tradify with the link where the customer accepts or declines it online. Without to it goes to the customer's email. Subject and text default to your quote email template. An approved quote can be sent again. Tradify sends this mail only when the login has 2-Step Security set up; otherwise the call stops before approving.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| to | No | Recipient emails. Default: the customer's email. | |
| message | No | Email text. Default: your quote template. | |
| subject | No | Default: your quote email template. | |
| quote_id | Yes | Quote ID from list_quotes or create_quote. | |
| send_me_a_copy | No |