Send to customer
The missing last mile of the CPQ flow. A drawer opens with a Wyse-drafted email, the client's address prefilled, the PDF link embedded, and one click to send.
Grounded in the quote — company, client, deal value, line items. Edit freely, or Redraft for a fresh take.
If a PDF is generated, it's linked as a styled footer in the body. Trackable when the customer clicks.
On success, the quote's status column updates to Sent. A comment on the record logs who you sent it to and when.
If the quote was already sent, the button label flips to Resend. Re-open the drawer, redraft, re-ship.