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Approve and send a quote

Approving and sending quotes triggers your configured payment terms (deposits, milestones). Works the same for Quote Studio quotes and CounterGo imports.

Steps​

  1. Open the quote from the job or Quotes list.
  2. Review line items and total (and any customer choices on Quote Studio quotes).
  3. Click Approve when the customer has accepted.
  4. Click Send to customer — CutBench emails the quote using your configured sender.
  5. CutBench builds the payment schedule and creates the deposit invoice per Payment terms (immediately, or later if deposit timing is set to days before a job date).
  6. The remainder / balance invoice is scheduled separately — after fit by default, or a set number of days before planned fit if that template option is enabled.

You can also Share quote first so the customer picks a finish on the public page, then approve once they have chosen.

Approve and send quote
Screenshot: Quote detail showing Approve and Send to customer actions. (App route: /dashboard/quotes/[id])