> For the complete documentation index, see [llms.txt](https://bundus.gitbook.io/help/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://bundus.gitbook.io/help/quotes/send-and-accept-a-quote.md).

# Send and accept a quote

Send a finished quote so your client can review the price and respond online.

> **Important:** A quote does not reserve inventory. Convert an accepted quote to a booking when you are ready to commit the work.

### Before you send

Open the quote and confirm that:

* the quote is a **Draft**;
* the items, prices, dates, and customer note are correct;
* the page says **Your changes are saved**; and
* you have the client's email address.

Select **Preview PDF** if you want to check the client version first.

### Send the quote

1. Open **Quotes** from the left menu.
2. Open the quote you want to send.
3. Under **Ready to send?**, select **Send quote**.
4. Enter the **Recipient email**.
5. Check the **Subject**. You can leave it blank to use the default subject.
6. Add an optional **Message**.
7. Select **Send email**.

![The Send quote dialog with the recipient email and default subject ready to send](https://1239150628-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0xEFjtRHcsV7HPwU6C74%2Fuploads%2Fgit-blob-0c4099a1e5ac70f83a562c783dfd1dff0c0fe300%2F01-send-quote-dialog.jpg?alt=media)

Bundus changes the quote to **Sent** and emails the client a secure link. The sent version is locked so its items and prices stay unchanged. Select **Revise quote** if you need to create an editable revision.

![The sent quote showing its Sent status and locked-version message](https://1239150628-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0xEFjtRHcsV7HPwU6C74%2Fuploads%2Fgit-blob-867f8b03358d17ec72e378543fc40cf36011c15b%2F02-quote-sent.jpg?alt=media)

### What your client sees

The secure link opens a **Quote review** page. Your client can review:

* their contact and event details;
* the event dates and quote validity date;
* every item, quantity, unit price, discount, and total;
* the quote total and any security deposit estimate; and
* your customer note.

![The customer Quote review page showing the event details, items, and quote total](https://1239150628-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0xEFjtRHcsV7HPwU6C74%2Fuploads%2Fgit-blob-54a7068097313ba7b49a7fc4fd178a1fae1cfd09%2F03-customer-quote-review.jpg?alt=media)

### Accept the quote

Your client:

1. Reviews the quote details and total.
2. Enters their name under **Your name (optional)** if they want their response recorded with a name.
3. Selects **Accept quote**.

The client can select **Decline** instead if they do not want to proceed.

![The optional name field and the Accept quote and Decline controls](https://1239150628-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0xEFjtRHcsV7HPwU6C74%2Fuploads%2Fgit-blob-26c203f42991b7e45e8d6900ab0c7217cc2a638a%2F04-accept-quote-controls.jpg?alt=media)

After acceptance, the client sees **Quote accepted** and a message confirming that your business has been notified.

![The confirmation shown after the client accepts the quote](https://1239150628-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0xEFjtRHcsV7HPwU6C74%2Fuploads%2Fgit-blob-3e2ff002580fce8bf124c1821e8f430e40b04d8d%2F05-quote-accepted.jpg?alt=media)

### Confirm the acceptance in Bundus

Open the quote in Bundus. Its status is now **Accepted**, and the accepted version is locked. Bundus also adds a **Quote accepted** notification with the client, quote, and event details.

Select **Convert to booking** when you are ready to create the booking and commit the work.

![The accepted quote in Bundus with the Convert to booking action](https://1239150628-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0xEFjtRHcsV7HPwU6C74%2Fuploads%2Fgit-blob-5fe9b797c37ad3dfcc4c2615d9decc9e125113fb%2F06-accepted-quote-in-bundus.jpg?alt=media)

### Related guides

* [Create a quote](/help/quotes/create-a-quote.md)
* [Add inventory, services, and charges to a booking](/help/bookings/add-items-and-charges.md)
* [Resolve an inventory conflict](/help/bookings/resolve-an-inventory-conflict.md)


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