To share a standalone quote with your customer, click on Projects from the main toolbar and then click on Orders.

Locate the quote and click on the quote number.

After the quote opens, click on the three-dot icon above the Quote Stages and select Download Proposal.

The quote will be downloaded to your computer in a PDF format. You can now either print the PDF and hand it to your customer and/or email your customer with the PDF as an attachment. The customer will need to approve the quote outside of ESP+. After the customer approves the quote, you can then convert the quote to an order.

If you would like to share the quote with your customer via the Client Portal, you will need to link the quote to a Project. Once a quote has been linked to a project, the quote can be shared with the customer on their Client Portal and the customer will be able to approve it.