Share a quote with a buyer

Preflight the share

Open the quote and confirm it is the current draft or revision, approval is satisfied, validity has not passed, and the recipient contact has the correct email or phone. Preview the buyer page and PDF one last time.

Publishing creates or refreshes controlled buyer access. It does not prove delivery. WRKZY records publishing, delivery attempts, provider status, views, and responses as separate events.

Share by email

1. Choose Share, then the email path.
2. Confirm the recipient email and approved sending connection.
3. Review the subject and message; the secure quote link and supported attachment behavior remain connected to the quote.
4. Send once and wait for the delivery result.
5. Open Delivery history to verify provider state and recipient.

Share by WhatsApp

WRKZY evaluates the linked conversation and sender before delivery.

• In an open WhatsApp customer-service window, the quote can be sent with its PDF and link through the free-form document path.
• Outside that window, Meta requires an approved quote template. Choose among approved templates when more than one is available.
• Confirm the sender, recipient, template, attachment, and preflight summary before the final action.

Verify after sharing

1. Confirm quote status and Sent timestamp.
2. Open Delivery history and check channel, recipient, provider, message identifier, and queued, sent, delivered, or failed events.
3. Confirm the quote appears on the linked conversation and customer timeline.
4. Assign follow-up based on validity and buyer response—not merely a generic reminder.

Recover from a problem

If delivery fails, do not immediately repeat the send. Inspect the error, sender health, recipient method, WhatsApp session/template requirement, or email connection. Fix the cause, then retry from the quote. If the wrong recipient received access, revoke or rotate buyer access where available and escalate according to your privacy process.