Emailing a Quote as a PDF - No E-Signature

Before You Start

Sending email from Kudurru Stone requires a connected email account. If you have not set one up yet, do that first so the Send button works.

See Set Up Email Accounts.

The Send to Client Menu

On the quote edit page, the Send to Client dropdown is the main way to get a quote in front of a client. It has three options:

Option	Notes
Email Quote PDF	Generates the quote PDF and opens the compose window with it attached. This is the standard flow described below.
Send for E-Signature	Generates the PDF and starts an electronic signature request instead of a plain email. Requires a subscription (see callout below).
Send an existing file...	Skips PDF generation and jumps to the Files tab so you can email a file already on the quote. Use this to resend a prior PDF or send another document.

Emailing a Quote PDF

Step 1: On the quote edit page, click Send to Client, then Email Quote PDF.

Step 2: In the small Email Quote PDF window, choose a PDF Layout from the dropdown and click Continue. The layout controls the PDF's appearance - your logo, column arrangement, terms block, and so on. If you only have the built-in Default layout, it is preselected. Kudurru Stone remembers the layout you pick and preselects it next time. See Quote PDF Layouts for creating and managing layouts.

Step 3: Kudurru Stone generates the PDF in the background, saves it to the quote's files, and opens the compose window with the PDF already attached. Fill in the fields (see the table below) and click Send.

A confirmation message appears and the window closes once the email is sent.

The Compose Email Window

The compose window is a full email editor. The generated quote PDF is already attached when it opens.

Field	Notes
Template	Optional. Select a saved email template to fill in the subject and body automatically. Leave it on "No Template" to write the message from scratch. Templates are managed under your email settings.
Merge/Primary Contact	The contact whose information fills any merge fields in the template (for example, a greeting with the contact's name).
To / Cc	Choose one or more contacts on file for this client, or type any email address directly. You can add multiple recipients and copy others with Cc.
Subject	Prefilled from the template if you chose one. Edit it freely.
Body	A rich text editor. Format the message, insert merge fields, and (on quotes) use Insert Quote Action to add a button or link the client clicks to approve the quote or change its status.
Attachments	The generated quote PDF is listed here. Click Add Attachment to include additional files. Remove an attachment with the x on its chip.

Use the Preview button to see the merged message before sending. Click Send when you are ready.

Premier Feature: Send for E-Signature requires a subscription. Without it, the option appears greyed out with a "Subscribe to enable" link. Electronic signatures also require a named PDF layout - the built-in Default layout cannot be used for signing.

Advanced Setup (Alternate Path)

The Print to PDF dropdown includes an E-Signature / Advanced Setup option that opens the Report Selector modal. There you can select a layout and check Email as PDF (which also checks Save to Files) or Email for Signature, then click Create. This routes to the same compose window as the Send to Client menu. Most users can ignore this path and use Send to Client instead - it is the simpler, more direct route.

What the Client Receives

The recipients receive an email with:

The subject and body you composed, with any merge fields filled in from the selected contact
The quote PDF as an attachment
Any additional attachments you added

The PDF is also saved to the quote's files, so there is a copy on the quote record after every send.

Tips

Set up at least one email template before using this feature. Templates keep your quote emails consistent - a professional greeting, a terms summary, and a clear call to action.
If a contact you need is not offered in the To list, you can type their email address directly, or add them as a client contact first so they appear for next time. See Client Contacts.
To review the PDF before sending, use the quick print option first: click a layout name directly in the Print to PDF dropdown. Once it looks right, come back to Send to Client to email it.
Every send saves a new PDF to the quote's files. If you send several times, expect multiple file entries on the quote.
To resend a quote you already generated, use Send to Client, then Send an existing file, rather than generating a fresh PDF.