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How to send a quote for approval online
A quote sent as a PDF or a text message gets you a "looks good" at best, and three weeks later nobody remembers which price that was. Send it as a link instead: your customer opens it, picks what they want and answers, and the answer is saved with the time. Here is how to do it for free in a few minutes, by hand or with an AI doing the typing.
Quote Links: send the quote as a link
Quote Links is free and needs no account: send a customer a quote they can approve, ask to change, or decline from a link. An AI assistant can make the quote for you.
The five steps
You need no account, and neither does your customer. From a blank form to a link you can text takes a few minutes.
- Open Quote Links. It is a free tool on Workeey's website, with nothing to install.
- Fill in the quote: your business name, your customer's name, what the job is, and a price on every line.
- Tick the box to agree to the Terms and the Privacy Policy, then press Create approval link. You get two links: one for your customer and a private one for you.
- Send the customer link by text, email or whatever chat you already use with them.
- Open your private link to see the answer: approved, declined, or a change they asked for.
Keep the private link to yourself. It works like a password: whoever has it can see the answer, change the quote or cancel it.
What goes in the quote
Start with one price, or give a choice: a quote can hold up to four options, such as good, better and best, each with its own lines and total. Add-ons are extras your customer can tick, like hauling away the old unit.
Tax is whatever you give it: a rate, an amount, or a note such as "tax not included". A deposit can be shown as a percent, an amount or a note, but it is wording only: no money moves through Quote Links. Every quote has a valid-until date, 30 days ahead unless you change it, and after that date it can no longer be answered. On the form, add-ons, tax, the deposit and the date are under Add details.
Some things stay out. A quote must not contain links, payment instructions or account numbers, and the tool refuses some of these when it sees them. Your customer appears by name only, so leave their phone number, email and address out. Send payment details to your customer yourself.
Have an AI fill it in
If you already talk your jobs through with ChatGPT, Claude or Gemini, let it do the typing. Start your message with this line, then give it the job, your business name, your customer's name, and each line with its price: "Make a Quote Link for this job, following https://www.workeey.com/quote-links/for-ai/". Write the address out in full, as it is here. Workeey's page for AI assistants tells the AI exactly how to build the link.
The AI hands you back a link. Opening it shows the quote already filled in, on your own screen. With that link nothing is published, and nothing reaches your customer, until you check it and press Create approval link yourself.
It should never make up a price. If you haven't priced the job, it can look up a starting price for that job and place in Workeey's price book, offer it to you, and use it only once you agree.
What your customer sees
They tap the link and the quote opens in their browser, on a phone or a computer. There is no app to install and no account to make. The page shows your business details as you typed them, the job, and each option with its lines and total.
They type their name and answer one of three ways: approve, decline, or ask for changes. To approve, they first choose an option and tick any add-ons; to ask for changes, they write you a message. You then edit the quote, and the same link shows the new version, marked as updated.
You and your customer can each keep a copy of the quote as a PDF or a picture. The file shows the quote, not the answer. Every quote page also carries a short line saying that Workeey doesn't check what's written in quotes made with this tool.
What you get back
An approval is saved as a record: the exact version of the quote they saw, the option and add-ons they chose, the amount, the name they typed and the time. You see it on your private page.
Change the quote later and an earlier answer stays attached to the version it answered. You can also cancel a quote, and its page then says it was cancelled.
Keep your own copy of an approval you may need later. Whether an approval makes a binding agreement depends on you, your customer and the law where you work; Workeey is not a party to it.
After the yes
An approved quote is not a payment: no money moves through Quote Links. The deposit and the final bill are yours to collect the way you already do.
When the work is done, bill it from the same numbers. Start from a free invoice template, or see how to invoice as a contractor.
Quote Links and the Workeey app
They are two separate things. Quote Links is the free tool on the website that this guide describes. The Workeey app is where you run your jobs: there, an estimate lives inside the job, goes out as a quote PDF, and the customer says yes to you directly. A quote made with Quote Links is not one of the app's estimates.
Is it free to send a quote for approval online?
Yes. Quote Links is free and needs no account, for you or for your customer.
Does my customer need an app or an account?
No. The link opens in the browser on their phone or computer. They type their name and answer.
Can I change a quote after I send it?
Yes, from your private link. Your customer's link stays the same and shows the newest version, marked as updated. An answer given to an earlier version stays attached to that version.
What if I lose my private link?
My quotes keeps it on the phone or computer you made the quote on. If you added your email after creating the quote and confirmed it, the Quote Links front page can email your private links to you again, under "Lost your private link?". Without either, a lost private link can't be recovered.
How long does the link work?
It can be answered until the quote's valid-until date: 30 days from the day you make it, unless you set another date. After that the link still opens, but it says the quote expired and it can't be answered.
Can it take a deposit or a payment?
No. You can show a deposit on the quote as a percent, an amount or a note, but no money moves through Quote Links. Collect it yourself.