How to preview and share a quote
Last updated: May 6, 2026
Quote review and share: add notes (exchange rate, promotions, custom messages) > Preview Quote (see student view) > Send. Status changes Draft > Issued. Students get email + Student Portal access. Can accept or pay deposit.
Review and send a finalized quote to a student.
Notes section
Before sharing, add notes for the student:
- Exchange rate clarifications.
- Promotion explanations.
- Custom messages.
Notes display below the quote options.
Preview the quote
Click Preview Quote at the top to see exactly what the student will see.
Use this to verify formatting, branding, and accuracy before sending.
Share with the student
Click the Send button at the top.
The student receives:
- An email notification with a link to the quote.
- Access through the Student Portal.
After sending
The quote status changes from Draft to Issued. Students can view the quote, accept an option, or pay the deposit if included.