Quotes

Send a quote by text or email

The ways to get a finished quote in front of a customer — and which one tends to get seen fastest.

About 2 minUpdated Jul 2026

Once a quote looks right, getting it to your customer is one tap. You choose how it goes — text or email — and Lever delivers a clean, tappable link to the quote.

Choose how to send

  1. Tap Send

    From the quote, tap Send. You’ll pick text or email, and Lever handles the rest — the customer gets a link, not an attachment to wrestle with.

    app.getlever.ai
    Send quote
    Text
    Email
    (718) 555-0142
    Send
  2. Confirm the contact

    Double-check the phone number or email before it goes. A quick glance here saves the “I never got it” conversation later.

Text or email?

Text usually gets seen faster and can’t land in a spam folder — great for time-sensitive quotes. Email is handy when a customer wants something to forward to a spouse or file away. When in doubt, text it.

Common snags

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