Most clients open email late, but read a WhatsApp or Viber message within minutes. A quote sent where the client actually reads often means a faster answer and a job that does not go to a competitor. Here is how to do it professionally.
In short
- Send a link to the quote, not just a PDF attachment.
- The client opens the quote on the phone and signs it with a finger.
- You are notified as soon as they open and sign it.
- The same works for invoices and reminders.
Why WhatsApp and Viber
Clients renovating a flat or a house talk to tradespeople by message, not email. A quote that arrives in the same chat does not end up in spam and does not wait for someone to open it on a computer.
A link is better than a PDF
A PDF attachment is hard to read on a phone and cannot be signed without printing. A link opens the quote formatted for the phone screen, with a button to accept and sign. The client does not need to install anything.
What to write in the message
Hello, here is quote no. 2026-0155 for the bathroom work. You can view and sign it at the link below. Any questions, just ask. Best regards, Mirza
Short, with the quote number and a clear next step.
Signing on the phone
When the client accepts the quote and signs it with a finger, you have clear proof of the agreement, with date and time. That is much stronger than "ok, fine" in a message.
Invoices and reminders the same way
When the job is done, the invoice goes through the same channel, with a link to pay by card. If the client is late, reminders also arrive where they actually read them.
How it works in AdBooks
From the quote choose Action → Send, pick WhatsApp, Viber or email, and AdBooks prepares the message with the link. As soon as the client opens or signs the quote, you get a notification.
Frequently asked questions
Can I send a quote via WhatsApp?
Yes. It is best to send a link to the quote, which the client opens on the phone and signs without printing.
Does the client need to install an app?
No. The client opens the quote in the phone’s browser from the link in the message.
Is a signature on the phone enough proof of agreement?
A signature with date and time is clear written proof that the client accepted the quote, much stronger than a verbal agreement.