Sending a quote through Outlook
How the send flow works and what the recipient sees.
Sending a quote is a one-click action from the preview modal. What happens next depends on whether you have connected Outlook.
With Outlook connected
Jeanus opens a pre-filled draft in your Outlook window with the quote body, subject line, recipient addresses and a public link to the quote. You get one last chance to add a personal message before pressing send. The email goes out from your own address, so replies land in your inbox.
Without Outlook
Jeanus sends directly from the built-in mailer. The email comes from your workspace's configured from-address, with your name in the from-name. Recipients still see a public link to the quote.
What the recipient sees
A short email with a big Accept and Pay button (if payment is enabled) or Review button (if not). Clicking opens a public web view of the quote - no login required. From there they can accept, ask a question, or forward the link to a colleague.
Tracking
Once sent, the quote detail page shows a timeline: sent, opened, viewed, accepted or paid. Reps get a dashboard notification the first time each recipient opens a quote.