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Changelog
ImprovementQuotes
March 13, 2026

Preview emails before you send them

See exactly what your client will receive before you hit send. The send dialog on quotes and invoices now shows a live email preview.

Sending a quote or invoice used to be a small leap of faith. Now the send dialog includes a full email preview so you can see exactly what lands in the client's inbox before you commit.

What changed

  • The send dialog for quotes and invoices now renders the email body with your company logo, line items, and subject line.
  • Edit the subject and message and watch the preview update.
  • Confirm the recipient address is correct before sending.

Why it matters

A typo in a client name or a wrong attachment can undo a careful estimate in a heartbeat. A two second preview catches the obvious mistakes and makes the experience feel more like sending a real email and less like clicking a black-box button.

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