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
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.aiSend quoteTextEmail(718) 555-0142SendConfirm 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
Didn't solve it?
Send us a note — most replies land the same day.