Ascora provides a range of options for getting quotes to your customers—whether that’s via email, SMS, or by downloading a PDF to share through other channels.
By using customizable templates for both the quote document and the email message, you can maintain a professional, consistent look while saving time on repetitive tasks.
This guide walks you through sending quotes directly from the Ascora web interface, updating quote statuses, and managing alternative delivery options like printed copies.
Send a Quote via Email
On the Quote Card, click the Send Email button. The Email Quote pop-up window will display.
1. Select the required Quote Template from the dropdown box. Think of the Quote Template as the format of the PDF Quote which will be attached to the email.
2. Select the required Email Template from the dropdown box. The Email Template controls the format of the email text-body and subject line.
3. Select the address to send the email to from the list. If the address you wish to send to is not in the list you can type it in the Additional box. The Subject line and email content will be automatically populated based on your Email Template. You can edit and change this information as required. When you are ready, click the Send Email button. Once the email is sent, the status of the Quote will change from ‘In Progress’ to ‘Sent’.
Download a Quote as a PDF
On the Quote Card, click the Download Quote button. The Select Quote Document Template pop-up window will display.
Select the desired Quote Template from the dropdown list then click the Download Quote button. The Quote will download as a PDF to your computer.
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