Quotes in Browser?

Occasionally our quotation emails are not delivered to our clients. This is more common with larger corporates.
Ok so their email filters are working overtime and we can’t fix that, so can we somehow send the quotation via our normal email which does get delivered? Is there a link or something that we can attach to our email that enables the recipient to view and accept the quote etc in a browser?


There isn’t a native way to do that (via automation).

If you don’t have that many that you are doing, you can go into the contact record, click ‘preview invoice’ and then copy the URL of the invoice preview and paste that into a ‘regular’ (non-Keap) email and send it out. They can click that and view it.

If you need to do that in bulk, then it would probably be best to look at integrating a 3rd party system to generate invoices using the order data but generating an external PDF and sending to the client (something we could help with, if needed).

Hope that helps.


It does thank you.