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Sending Quotes

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Once your proposal is finalised, there are multiple ways to send it to your client.

Firstly – Slide across from the Summary tab to the Actions tab on the top right of your quote screen.

Brandengine-Quotes-Send-Quotes

Currently – Quotes are generated into a PDF

You have the following options:

Download the Quote PDF

Use this option if you plan to send the quote to your client externally (ie outside of Brandengine).
Before the download begins, you will be given an option to record the action, confirming that the quote has been sent to your client.

Email the quote to yourself (only)

This option is ideal for users who prefer to use their external email program as a filing system.

  • The quote will arrive in your inbox from hello@brandengine.com.au.
  • From your inbox, you can then transport the quote to your client as required (e.g., – print it, forward it, etc.).
  • Before the email is sent, you will be given an option to record that the quote has been sent to your client

Email quote to client (and to yourself)

This option ensures high deliverability and maintains your brand image, as the email will be sent from your actual email address (not a generic Brandengine address). A copy will always be sent to you for your records.

  • Review Before Sending: You will always have the opportunity to review and edit the outgoing email before it is sent to your client.
    For an even more engaging message, the AI Compose tool is available to help you draft your content if required
  • Internal Filtering: The copy sent to you can have a unique subject line to help you filter it within your email program (setup in Your Settings).

The Email Dialogue

Selecting Email quote to client opens a familiar email dialogue pre-populated with your Quote Email template text and the primary recipient’s email address. The Quote and any associated attachments are automatically loaded and ready to send.

Adding Other Recipients

  • Add Project Contacts: Place your cursor in the To: field. A dialogue will appear where you can click to +Add the secondary contact assigned to this Enquiry/Project.
  • Add Other Existing Contacts: To include other existing contacts, start typing their name or details to search the main BE contacts database.
  • Add New Contacts: If the recipient is not in the database, continue typing their full email address and press [Enter] to add them instantly to the email.

Smart Email Attachments

The email file handling process has been upgraded to ensure your emails always land safely in your recipient’s inbox:

Automatic Links for Large Files: To help with delivery, any attachments exceeding 10MB will now automatically be converted into a link. Don’t worry—you’ll see a notification in the email dialogue before you hit send so you’re always in the loop.

Custom Link Toggle: If you prefer, you can also choose to send smaller files as links whenever you like.

Clearer Recipient View: We’ve made sure these download links are easily visible in the footer of the recipient’s email.

Double-Check with Previews: You can now preview all email attachments before they go out, giving you that extra bit of confidence before clicking send.

Email History Log

At the very top of the Quote page (In between the Quote number and name) you will see a blue Project Artifacts symbol.

This gives you access to emails sent (or received) by Brandengine that relate to this Quote, the initial Enquiry and the subsequent Project/s & Jobs

For more info on email logging – click here

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