How to send a quote by email and get it approved
A simple process to send professional quotes, reduce back and forth, and keep work and billing connected.
Founder offer seats are limited. We help you get set up quickly and collect feedback to improve the product.
Last updated January 2026
The fastest way to get a quote approved
Send a short email with the total price up front, attach the quote PDF, and include a single clear approval action. If you have a customer approval link, include it in the email so they can review and approve in one click.
- Quotes are sent by email
- Customers can review and approve from a shareable link
- PDFs use a clean default design
If you prefer texting customers, you can copy the customer link from the quote and paste it into a text from your phone. Asteriq does not send SMS.
Step by step checklist
- 1Write a clear subject line
Keep it specific so it is easy to find. Example Quote for kitchen faucet replacement.
- 2Keep the email short and outcome focused
One or two sentences describing the work, the total, and the next action. Avoid long paragraphs.
- 3Attach the quote PDF and include the approval link
The PDF makes it look professional. The link makes approval simple for the customer.
- 4Ask for a clear approval action
Use one action only. Approve online or reply Approved. Make it obvious what you want.
- 5Follow up once, then close the loop
If you do not hear back, follow up after 24 to 48 hours with a one line reminder and the link again.
Copy and paste email template
Quote for [job] at [address]
Hi [Name],
Here is the quote for [job]. Total is [total].
You can review and approve here: [link]
If you have questions, reply to this email and I will help.
Thanks,
[Your name]
Tip: Put the total price in the first two lines. Customers decide faster when the number is clear.
Where Asteriq fits
If you want a clean workflow from quote to scheduled job to invoice with a payment link, Asteriq keeps it all connected to the same client. This reduces missed details, messy follow ups, and duplicate data across tools.
Quick comparison
Works, but approvals can get buried in inboxes and the job details can get lost over time.
Customers can review and approve quickly. You keep a clean record of status and next steps.
FAQ
What should I include in a quote email?
Include a short summary of the job, the total price, what is included, the expected schedule, and a clear approval action such as reply yes or approve online.
Do I need a PDF quote?
A PDF helps you look professional and reduces confusion. It also keeps scope and pricing in one place for the customer to review.
How do I get approval faster?
Keep the email short, include the total up front, make the next step obvious, and follow up once if you do not hear back.
Does Asteriq send quotes by SMS?
Asteriq sends quotes by email. If you want, you can copy the customer link and paste it into a text from your phone, but Asteriq does not send SMS.
Can customers approve the quote online?
Yes. You can send a shareable customer link where they can review the quote and approve or decline.
What happens after a quote is approved?
You schedule the job and then generate the invoice so everything stays tied to the same client and job.
- Capture a new request (from your website widget or manually)
- Create a quote and send an approval link
- Convert to a job and invoice with a payment link
Founder offer seats are limited. We help you get set up quickly and collect feedback to improve the product.