Once your quote is ready, sending it takes one tap. Clarely emails your client a link to review and sign.
How to send
From a draft quote, tap Send Quote. Clarely sends your client an email on your behalf.
What the client receives
The email appears to come from your business — your business name shows as the sender, not Clarely. The client sees:
- Your business name in the sender field and subject line
- A short message that their quote is ready
- A link to review the full quote and sign
The link takes them to a mobile-friendly page where they can read every line item and sign digitally. They don’t need a Clarely account.
Emails are sent via @send.clarely.app infrastructure. If a client asks about the sending address or notices it in their email header, that’s normal — it’s how Clarely delivers email on your behalf. Any reply they send comes back to you directly.
Resending a quote
If your client hasn’t signed and needs the quote resent, open the quote and tap Resend. A new email goes to the same address with the same link.
Changing a sent quote
If a client wants to adjust something before signing, you can edit the quote after sending. Open the quote and make the change — the update is applied silently without sending a new email. Tap Resend afterward if you want to notify the client that the quote has been updated.
Once a client signs, the quote is locked and cannot be changed by anyone.