> ## Documentation Index
> Fetch the complete documentation index at: https://docs.hiveinspect.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Send a Quote and Let the Client Accept and Book
> Send a client an inspection quote from Hive Inspect, set up the quote email and reminders, and see what the client does on their quote page: add-ons, accept, pick a time.
In the dashboard: New Inspection → Send a quote → Send for Review. Quote emails: Automations → Browse.
A quote lets the client see the price before anything is booked. They open a link, check the details, add or remove add-ons, accept and pick a time from your availability. You then confirm the time, and the inspection is booked.
This page covers the whole quote flow: the one-time email setup, sending the quote, what the client sees and does, and what you do afterwards. To decide between a quote and booking straight away, see [Schedule or send a quote](/how-tos/schedule-or-send-quote).
## How a quote moves through Hive
| Step | Who | Status afterwards |
| - | - | - |
| 1. You click **Send for Review** | You | **Review**. Your quote email goes to the client. |
| 2. The client opens the link and clicks **Accept and Pick a Date** | Client | **Draft** (accepted), until they pick a time |
| 3. The client picks a date and time and clicks **Confirm Inspection** | Client | **Waiting**. You get an **Action Required** email and text. |
| 4. You confirm the time | You | **Confirmed**. Your booking confirmation messages send. |
If you already set the date before sending, step 2 confirms the inspection at once and steps 3 and 4 are skipped. See [A quote that already has a date](#a-quote-that-already-has-a-date).
## Before you start: set up the quote email (one time)
**Hive doesn't send quotes on its own.** Without an automation with the **Send Inspection Quote** event type, clicking **Send for Review** sends nothing and doesn't warn you. The client only sees the quote if you send them the link yourself.
Hive has three ready-made quote automations. Import them once and every quote you send uses them.
Go to **Automations** in the left menu and click **Browse**.
Type `quote` in **Search templates...**. Three templates show under **Scheduling**:
| Template | Channel | Sends | Goes to |
| - | - | - | - |
| **Inspection Quote - Accept & Schedule** | Email | Straight away | Customer |
| **Quote Reminder - 24 Hours** | Email | 24 hours later, if not accepted yet | Customer |
| **Quote Reminder - SMS** | Text | 48 hours later, if not accepted yet | Customer |
At minimum, import **Inspection Quote - Accept & Schedule**. The reminders are optional but help: they're canceled automatically once the client accepts or you cancel or confirm the inspection.
Click **Preview** to read the message. The link to the quote is the `{{{customer_inspection_link}}}` placeholder, called **Inspection Review Link** in the placeholder list. In an email it shows as a link; in a text it's the web address.
Click **Import This Template** (or **Import** on the card).
* **Select Services for Import:** leave every service unticked so it covers all your services, then click **Import Template**.
* **Apply Automation:** choose **New inspections only**.
The automation is switched on as soon as it's imported. Repeat for each reminder you want.
Open the automation on the **Automations** page to edit it. Things worth checking:
* The email also lists your agreement and payment links (`{{{customer_agreement_link}}}` and `{{{payment_link}}}`) as next steps. Keep them, or delete those lines if you'd rather the client signs and pays after booking.
* If you send quotes that already have a date, add `{{{inspection_date}}}` and `{{{inspection_time}}}`. The quote page itself doesn't show the date.
See [Automation settings](/how-tos/automation-settings).
## Send a quote
Click **New Inspection**, then **Send a quote** ("Customer picks from your availability"). The top button changes to **Send for Review**.
* **Inspectors:** the inspector the client will see first on the booking page. The client can pick another, or **Any Available Inspector**.
* **Property address:** required.
* **Client:** add the client with their email. The quote email goes to the client (the **Customer** role). Add the buyer's agent too if you have one.
* **Service and add-ons:** at least one service is required. Add-ons you tick here are in the quote. The client can also add add-ons that have **Allow Upselling** on.
* **Price:** check the **Pricing Summary**. Edit or add lines here: the client sees exactly these lines and this total.
The inspection is saved with the status **Review**, and your quote email goes to the client.
**From a draft:** open it and click **Send for Review** at the top of its page.
**From the mobile app:** use the **Schedule** tab, choose **Send a quote** and tap **Send for Review**. Or open a draft and tap **Send to Client**, then **Send** on "This will send the inspection proposal to the client for review. Are you sure?"
## Share the quote link yourself
While a quote is in **Review**, its page shows a green box with the link. Click the copy button to copy it, or **Preview Client View** to see what the client sees.
Send it by text or email if the client didn't get your quote email, or if you don't use a quote automation. The link is the same one the quote email uses: `https://dashboard.hiveinspect.com/inspection/` followed by the inspection's ID.
You can also open the client's page from **Quick Actions → Client Review** on the inspection's page, or **⋮ → Quick Actions → Review Link** on the **Inspections** page. Both open it in a new tab; copy the address from your browser.
To send the quote email again, open **Quick Actions → Automations** on the inspection and click **Send Again** on the quote message.
## What the client sees
The link opens **Your Inspection Proposal**. It works on a phone or a computer, and the client doesn't need to log in.
From top to bottom, the page has:
* **Your Decision:** the green **Accept and Pick a Date** button. It's repeated at the bottom of the page, and stays pinned to the top of the screen while the client scrolls.
* **How to Complete Your Inspection Request:** the four steps.
* **Add-on Services** and the **Pricing Summary:** the add-ons they can add, and every price line with the **Total**.
* **Property Information:** the address and property details, which the client can view but not change.
* **Contact Information:** the client, buyer's agent and listing agent on the inspection.
The page doesn't show the inspector's name or the date until the inspection is confirmed.
### The client changes add-ons
The client clicks **Add / Remove** in **Add-on Services** and ticks or unticks add-ons. The **Pricing Summary** and **Total** update as they go.
They click **Save changes**. The new add-ons and price are saved to the inspection straight away, and you see them on its page.
Only add-ons with **Allow Upselling** on are listed, and only for the services already on the quote. The client can't change the main service. See [Add-ons](/how-tos/add-on-services).
Changes are only kept after **Save changes**. If the client ticks an add-on and then clicks **Accept and Pick a Date** without saving, the add-on isn't added.
**Edit Details** at the top also lets the client add or correct contact details, such as their agent's. The address and property details are view-only: while editing, the page asks the client to contact you to correct them. Change them on the inspection's page, where the price updates too.
### The client accepts and picks a time
The client clicks **Accept and Pick a Date**. Hive shows "Inspection Accepted!" and opens the booking page.
The booking page is the same date and time page as your [scheduling widget](/how-tos/scheduling-widget#what-your-clients-see). The **Inspector** box starts on the first inspector you assigned. The client can switch to another inspector or **Any Available Inspector**.
The times offered follow your online booking rules: each inspector's **Weekly Availability Schedule**, **Scheduling Restriction**, **Buffer Between Inspections** and service areas. If no inspector covers the address, the client sees that it's outside your coverage area and is asked to contact you.
The client clicks **Confirm Inspection** and sees **Thank You!** with your **Scheduler Confirmation Message**.
If the client opens the quote link again before you confirm, they see **Awaiting Confirmation** with your company's phone and email.
**Accepted but no time picked yet.** If the client accepts and closes the booking page, the inspection goes back to **Draft**. You aren't told. Their link takes them straight back to the booking page, so you can resend it. On the **Inspections** page, **Show all Drafts** finds these.
## Confirm the time the client picked
When the client picks a time:
* The inspection becomes **Waiting**, with the date and the inspector they chose.
* You get an email, "Action Required: Inspection Awaiting Approval", at your company email, and a text at your company phone number.
* The invoice is created. Any **Specific Day** or **After/Before Working Hours** charge for the time they picked is added to the price now, so the total can be higher than the quote.
* The inspector they picked takes the place of your first inspector. Any other inspectors you added stay on the job. If they picked someone who's already on it, nothing changes.
To book it, click **Confirm** next to it in **Inspections Waiting for You** at the top of the **Inspections** page, or open it and click **Confirm Inspection**. It becomes **Confirmed**, your booking confirmation automations send, and it goes on the inspector's Google Calendar.
To turn the time down, change the status to **Canceled** (your cancellation automations send), or contact the client and reschedule it yourself. See [Inspection statuses](/how-tos/inspection-statuses#confirm-waiting-bookings-in-one-click).
## A quote that already has a date
To quote a time you've already agreed, choose **Schedule now**, pick the time, click **Save as Draft**, then **Send for Review** on the draft's page. See [Send a quote that already has a date](/how-tos/schedule-or-send-quote#send-a-quote-that-already-has-a-date).
When the client clicks **Accept and Pick a Date**, Hive shows "Inspection Confirmed!" and the inspection is **Confirmed** for your date, with no time to pick and nothing for you to approve. Your booking confirmation automations send, the invoice is created, and the inspection goes on each assigned inspector's Google Calendar. You don't get an **Action Required** email for it.
## Change or withdraw a quote
* **Change the price, services or details:** edit the inspection while it's in **Review**. Changes save automatically, and the client sees them the next time they open or refresh the link. No new email is sent; use **Send Again** on the inspection's **Automations** page if you want one.
* **Take it back for now:** change the status to **Draft**. The client's link shows "Inspection Not Available Yet". Click **Send for Review** when it's ready again.
* **The client doesn't want it:** change the status to **Canceled**. Your **Inspection Cancelled** automations send, if you have them. The client's link shows "Inspection Canceled".
There's no decline button for the client. If they don't want the inspection, they simply don't accept, and you cancel or delete it when you're ready.
## Find your quotes
On the **Inspections** page, use the **Status** filter:
* **Review:** quotes waiting for the client to accept.
* **Draft:** accepted quotes still waiting for the client to pick a time, along with your other drafts.
* **Waiting:** clients who picked a time you haven't confirmed yet.
Quotes also show on the Hive calendar, marked **Review:**, but they don't block time. See [Filter, search and sort your inspections](/how-tos/inspection-list-filters).
## Common questions
**The client says they never got the quote.** Check that you have a **Send Inspection Quote** automation switched on that covers this service, and that the client on the inspection has the right email. Open **Quick Actions → Automations** on the inspection to see whether it was sent, and click **Send Again**. Or copy the link from the green box and send it yourself.
**Can the client decline the quote?** Not on the page. They just don't accept it. Cancel the inspection, or delete it if you'd rather not keep a record.
**Does a quote expire?** No. There's no expiry date. Withdraw it by changing the status to **Draft** or **Canceled**.
**Can the client sign the agreement or pay on the quote page?** No. The quote page is for checking, choosing add-ons and accepting. Agreements and payment work as usual after booking, through your automations and the client portal.
**The client added an add-on. Do I need to do anything?** No. The add-on and the new price are saved to the inspection. Check them before you confirm.
**Will the quote email go to the agent?** Only if you add an automation for them. The ready-made quote templates go to the client only.
**I moved a quote back to Review. Did the client get the email again?** No. A quote email is sent once per client per inspection. Use **Send Again** on the inspection's **Automations** page.
**Can the client change the time after booking?** No. Once they've picked a time, they contact you to change it. See [Reschedule an inspection](/how-tos/rescheduled-inspections).
## Where to go next
* [Schedule or send a quote](/how-tos/schedule-or-send-quote): the difference, and the minimum each needs
* [Inspection statuses](/how-tos/inspection-statuses)
* [Automation starter pack](/how-tos/automation-starter-pack)
* [Scheduling widget](/how-tos/scheduling-widget): the same booking page, for clients who book from your website
This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.