What are you seeing?
Choose the closest match for a focused next step.
Read all checks in order
Check in this order
- 1
Is it still a draft?
Financial Management → Quoting → Drafts. Open it; Review & send lists what blocks sending (customer, services, total, delivery, expiration). Fix each and press Send Quote.
- 2
Delivery channels
Quote details → Delivery: Email and/or SMS must be selected. Print-only quotes are not sent electronically; use Copy link or Reset Share Link to share the portal link.
- 3
Customer contact details
No email means no email; no mobile means SMS is skipped (the activity shows Quote SMS skipped). Fix the record and resend from the list (envelope or bubble icon).
- 4
SMS settings
Message Center → Settings: the SMS master switch must be on, and texts outside the texting window are held until it opens. Opted-out numbers are never texted.
- 5
Bounced
A bounced email shows on the dashboard under Needs your attention and in Quote activity. Correct the address and resend.
- 6
It sent but they can't find it
Ask them to search for your business name; then resend by SMS or paste the share link into your own message.
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