Quoting

Quote did not send

Work through the common reasons a quote looks stuck, unsent, or never reaches the customer so your sales process does not stall out.

Owner/AdminTroubleshootingQuoting4 minutesLast reviewed Mar 22, 2026Reviewed 1 days ago
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Before you start

  • The quote already exists in Zentive.
  • You know which customer and quote were involved.

What this usually means

Most quote-send problems come from the wrong customer email, a quote that was never fully finalized, or the office assuming delivery happened without checking the final status.

Fastest fix first

  1. 1

    Confirm the customer email on the quote

    Open the quote and verify the recipient email is correct. A typo here makes the quote look unsent even when Zentive tried to deliver it.

  2. 2

    Check that the quote was fully saved and sent

    Make sure the quote was not left as a draft or partially edited. If the send step was interrupted, open the quote again and complete the send action cleanly.

  3. 3

    Resend the quote after reviewing status

    If the quote still shows as unsent or the customer never got it, resend it once after confirming the email and final quote details.

Other likely causes

The quote may have gone to spam, the customer contact may be outdated, or the office may be looking at an older quote version instead of the one that was actually sent.

How to confirm it is fixed

Open the quote record, verify the current status, and confirm with the customer that they received the newest quote link or email.

What to send support if it still fails

Send the quote number or customer name, the recipient email address, and the exact status or error you see after trying to resend it.

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Include your business name, account email, what you were trying to do, what happened instead, and a screenshot if possible. For billing, sync, or login issues, include the exact error message if shown.

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