Completing, Previewing & Sending a Quote

Before You Start

Once you've finished preparing your Quote, JGID provides several options for reviewing, downloading and issuing it to your client.

Completing a Quote changes its status from Draft to Pending, making it ready for your client to review.

How to Complete, Preview & Send a Quote

Preview the Quote

Before completing your Quote, it's recommended that you preview the generated PDF.

The preview allows you to review:

The overall layout.
Formatting and images.
Clauses and inclusions.
Recipient details.
Pricing and totals.
The final presentation your client will receive.

Complete the Quote

When you're satisfied with the Quote, click Quote Completed.

The Quote will move from Draft to Pending, indicating that it is ready to be sent to your client.

Download, Save or Send the Quote

Once the Quote has been completed, additional actions become available.

You can:

Download the Quote.
Save the Quote directly to your connected cloud storage.
Send the Quote to your client.

Note: You can download the Quote as a PDF at any time while it is still in Draft.

This is useful if you need to:

review the document offline

save a copy outside of JGID.

Best Practice

Always preview the Quote before marking it as Completed.
Always save a copy to your Cloud storage (Press "Save to Cloud")

Summary

Preview the Quote before Completing.
When Satisfied, Complete the Quote.
Choose to Download, Save or Send the Quote to Client.

How to Create a Quote
Quote Creation Best Practices
Understanding PDF Settings