---
title: "How to send price quotes to tenant/client? "
url: "https://hausing.productfruits.help/en/article/how-to-use-price-quotes"
language: "en"
last_updated: "2026-06-29T13:13:35.985Z"
---

# How to send price quotes to tenant/client? 

When maintenance work requires cost approval before proceeding, you can now send a price quote directly from a work order in Hausing. The tenant receives the quote via a secure external link, can approve or reject it with a single click, and you are notified of the outcome immediately — all without the tenant needing a portal login.  This article covers how to set up price quote templates, send a quote from a work order, handle the tenant response, and filter work orders by quote status.

### **1\. Setting Up a Price Quote Template**

Before sending price quotes, you need at least one template configured. Templates define the layout and numbering of your PDF quotes.

-   Go to **Work Orders > Settings** and search for: **Price quote** section
-   Click Price quote templates > New template to create a new price quote template.
-   Fill in the document with your preferred text & variables and save. 
-   Configure the document starting number, prefix (optional) and **"Valid until" period** (number of days from the send date).

![](https://cdn-assets.productfruits.com/56db1ad9-1db6-4907-bb36-0711148bf698)

-   Save the changes.

> **Note:** A default template is pre-created for your company. You can edit it or create additional templates if you use different formats for different property types.

The price quote PDF uses the same line-item table as invoices (description, quantity, unit price, VAT), but without the billing period column.

### **2\. Sending a Price Quote from a Work Order**

Once your template is ready, you can send a quote from any work order.

-   Open the work order and choose **Quotes** from the top row.
-   Click **Add price quote**.
-   Choose the **template.** If your company has only one template, it is preselected automatically.
-   Choose the recipient. Either search from your contacts or enter manually.
-   **Add the items:** enter a description, quantity, unit price, and VAT rate for each item, save. 
-   Preview the quote if you wish and **send**. 
-   Optionally, change the work order status to **Pending Approval** at this point to reflect that the work is pending cost sign-off.
-   Click **Send**.

The tenant receives an email containing a secure external link to the price quote. The link does not require a tenant portal login to open.

![](https://cdn-assets.productfruits.com/0f4d1d4f-96d1-48f5-ad64-8e1ee66b1eb8)

The sent quote is logged in the Price Inquiry block, showing the recipient, sender, and timestamp. You can **resend the quote** at any time from the same block if needed.

### **3\. How the Tenant Approves or Rejects the Quote**

The tenant opens the external link and sees the price quote with two actions available: **Approve** and **Reject**.

![](https://cdn-assets.productfruits.com/6d15cb7e-2e6e-4512-8588-8067ce30bf9d)

**Approving the quote:**

-   The tenant clicks Approve. No additional input is required.
-   You receive an **email notification** and an **in-app notification** confirming the approval.
-   The price quote status on the work order updates to **Approved**.

**Rejecting the quote:**

-   The tenant clicks Reject and must provide a **rejection reason** in a free-text field (mandatory).
-   You receive an email and in-app notification about the rejection.

![](https://cdn-assets.productfruits.com/d1386ee3-1a00-4c09-a6e0-eb4b7281fb5b)

-   A **chat message** is automatically created on the work order, addressed to you as the sender, containing the rejection reason and the price quote file as an attachment. If a chat thread already exists between you and the tenant, the message is added to that thread.
-   The rejection reason is also visible directly in the price quote view on the work order.
-   The price quote status updates to **Rejected**.

> **Important:** Once the tenant approves or rejects the quote, the action cannot be undone. The external link remains accessible and shows the quote in a read-only state with the recorded outcome.

### **4\. Summary**

| Step | Who | What happens |
| --- | --- | --- |
| Create template | Property manager | Configure quote layout and numbering in Work Order Settings |
| Send quote | Property manager | Select recipient, template, and line items from the work order |
| Review & respond | Tenant | Opens external link, approves or rejects with a mandatory reason if rejecting |
| Notification | Property manager | Receives email + in-app notification; rejection reason appears in work order chat |
| Filter | Property manager | Use Price Quote filter in work orders list to track quote statuses |