# Send the proposal to the customer and record the acceptance

> Freeze the proposal with Send estimate, deliver the PDF to the customer and record the acceptance with Customer confirmed, with the version they received.

Source: https://vendria.com/en/ajuda/enviar-a-proposta-e-registrar-o-aceite

## Where to find it

In the menu, in **Quotes**, open the quote. Sending is the
**Send estimate** button, next to **Confirm estimate**; recording the acceptance is the black **Customer
confirmed** button, which shows up while the proposal is with the customer.

## What it is

The full path of a formal proposal: your company freezes the quote,
the PDF reaches the customer, and the acceptance they give comes back recorded in the
system. This article summarizes the path; each step has its own article.

## Step 1: Send estimate

**Send estimate** freezes the quote as it is, generates the PDF in a
numbered version (v1, v2…) valid for 14 days, and locks the quote
for editing and pricing. The status becomes **Awaiting customer approval**.

Freezing does not send anything to anyone. See [Send estimate: freeze and deliver the PDF to the customer](/en/ajuda/enviar-para-conferencia-pela-tela).

## Step 2: Deliver the PDF

Delivery is up to you, right after sending, on the **Estimate COT-… ready** screen:

- **Download the PDF (vN)**: you send the file however you like;
- **Send to my WhatsApp**: the PDF arrives on your WhatsApp, and you
  forward it to whoever needs it: the customer, or the seller who talks to them;
- **Send to <seller>'s WhatsApp**: shows up when whoever is sending is not the
  quote's seller: the PDF goes to the seller's WhatsApp, with your name in the
  message. If the quote is in a rep agency's queue, without a seller, and
  you can distribute its quotes, the option asks which member receives the
  PDF, and the quote becomes theirs. See [Send estimate: freeze and deliver the PDF to the customer](/en/ajuda/enviar-para-conferencia-pela-tela).

⚠️ The screen **does not generate a link** for the customer and has no copy-link option. The
customer does not get an automatic message from Vendria either. What they have in hand is
the PDF you sent.

To send it again later, the **Send estimate** button reopens the same
options for the version that is with the customer. To just download it, use the **Version PDF (vN)** link
at the top of the quote page.

## Step 3: Record the acceptance with Customer confirmed

When the customer replies that they accept ("go ahead and invoice" on WhatsApp, by phone or
email), open the quote and click **Customer confirmed**. In **How did the
acceptance arrive? (optional)** say how it came and click **Record and confirm**.

The order closes, and the page shows **Confirmed — recorded by <your name>**, with
the channel you entered. The acceptance is the customer's; the record is yours, and it carries
your name. See [Confirm the estimate: directly or after the customer accepted](/en/ajuda/confirmar-o-orcamento).

## When the customer asks for a change

The proposal is frozen, so changing it requires sending it back to editing, and that
voids the version the customer has. Whoever can edit the quote opens it, clicks what
they want to change and confirms the notice. After revising, you send it again, and the customer
receives the next version. See [Edit a sent proposal: reopen, revise and resend](/en/ajuda/retomar-uma-proposta-enviada).

## When the customer declines, or disappears

- **Declined**: use **Other actions** → **Reject**, with the reason.
- **Did not reply**: at the end of the validity period the quote expires on its own and becomes
  **Expired**. See [The quote's validity period, and what happens when it expires](/en/ajuda/prazo-e-vencimento-da-cotacao).

## Why the acceptance is recorded in the name of whoever recorded it

A customer who replies outside the system does not need to repeat anything: you just record it.
In return, the system saves **who recorded it** and **when**, and keeps which version the
customer had in hand. In a future dispute ("you sent me a different price"),
the answer is the PDF of that version, which stays available byte by byte.

## Common questions

- **Can I confirm without sending the estimate?** Yes. **Confirm estimate**
  closes it directly. If the customer record requires review, the screen asks before
  closing.
- **The customer accepted an old version.** If the proposal went back to editing
  afterwards, the old version is no longer valid. Send the new one and record its acceptance.
- **I recorded the acceptance on the wrong quote.** A confirmed order does not go back to being
  a quote on screen; cancel the order and carry on with the right quote.