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QuickBooks Field Quotes
Technicians build a quote on site from your QuickBooks products and services, add photos and get the customer's signature on the phone.
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Send a Quote PDF by Email template
Create a quote in under a minute from a template and the app emails the client a branded PDF with an online accept/decline link.
by AgentUIUpdated November 13, 2026
More screens
What's inside the Send a Quote PDF by Email template
- Automatic follow-ups after N days, an expiry reminder, view and acceptance tracking, and an activity log of every automated email.
- English and Spanish, per client.
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Questions about this template
Something else? Talk to a person and we'll reply within a day.
Click “Use this template” to open it in Agent UI. Log in or create your account, add the template to your workspace, and it's ready to use.
Yes. Once it's in your workspace, it's your app. Ask Agent UI in the chat to add fields, screens or automations, and hand off to a person on our team at any time.
Yes. Import your existing records from Excel or CSV, or ask Agent UI to connect the tools you already use, such as Google Sheets or a SQL database.
There's no extra charge for the template. It runs on your Agent UI plan, and new accounts get a 7-day free trial. Plans and prices are on our pricing page.
Describe it. We'll build it with you.
Every template started as someone's idea. Tell Agent UI what you need and get your own version. Hand off to a human at any time.
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