Why Customer Quotes Fail to Deliver (and How to Fix Them in 2 Minutes)

Diagnosing Quote Delivery Issues

When an estimate or quote fails to reach your customer, it is almost always caused by one of three issues:

1. Invalid or Landline Phone Number: SMS delivery automatically detects landlines and stops sending to protect your carrier trust score. If a number fails, toggle the delivery method to Email in the Quote Actions drawer.
2. Expired Magic Token: If a customer reports the quote link is expired, click Regenerate Link on the quote summary screen to extend access by 30 days.
3. Pending 10DLC Verification: New accounts sending high-volume SMS must have their EIN name matching IRS records exactly.

Quick Fix Checklist:

• Verify the recipient phone number includes 10 digits without international country codes.
• Check the live delivery log in Settings > SMS Logs.
• Use Copy Private Link to paste the quote directly into WhatsApp or personal iMessage if urgency is critical.