> ## Documentation Index
> Fetch the complete documentation index at: https://docs.wavecentric.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Preview & Send

> Final verification and transmission of tailor-made quotation offers.

**Preview & Send** is the final stage in the quotation workflow, rendering verified data into a professional template and enabling one-click transmission to customers.

## Workflow Visualization

```mermaid theme={null}
graph TD
    Admin([Admin Selects<br/>Verified Quotation]) --> LoadData[Load Quotation<br/>Data]
    
    LoadData --> PopulateTemplate[Populate Quotation<br/>Template]
    
    PopulateTemplate --> RenderPreview[Render Professional<br/>PDF Preview]
    
    RenderPreview --> Display[Display Preview<br/>to Admin]
    
    Display --> Review{Review<br/>Complete?}
    
    Review -->|Need Changes| BackToEdit[Return to<br/>Edit Mode]
    BackToEdit --> LoadData
    
    Review -->|Approved| SendAction[Click Send Button]
    
    SendAction --> PrepareEmail[Prepare Email<br/>with PDF Attachment]
    PrepareEmail --> SendToCustomer[Send to Customer<br/>Email]
    SendToCustomer --> UpdateStatus[Update Status<br/>to SENT]
    UpdateStatus --> LogComm[Log in Communication<br/>Database]
    LogComm --> Success[Transmission<br/>Complete]
```

## What It Does

* **Template Rendering**: Dynamically populates quotation template with inquiry details
* **Professional Formatting**: Ensures uniform, branded appearance for all offers
* **Final Verification**: Allows last review before customer transmission
* **One-Click Send**: Single action to transmit offer to customer
* **Status Updates**: Automatically updates quotation status in dashboard

## Key Features

### Template Rendering

* **Dynamic Content**: Customer details, service specifications, final pricing
* **Professional Formatting**: Uniform and branded quotation appearance
* **PDF Generation**: High-quality, print-ready quotation documents

### One-Click Transmission

* **Send Action**: Single click triggers transmission via preferred channel
* **Flow Integration**: Completes quotation workflow and updates dashboard
* **Email Delivery**: Sends quotation as PDF attachment to customer

<img src="https://mintcdn.com/wavecentric/lag-aXD7lr_BEtqN/images/quote2.png?fit=max&auto=format&n=lag-aXD7lr_BEtqN&q=85&s=42573d950efaf0b3253ed52d83eb1357" alt="Quotation Preview Interface" width="1610" height="843" data-path="images/quote2.png" />

## How to Use

<Steps>
  <Step>
    ### Open Preview

    From Quotation View, select a verified quotation and click Preview.
  </Step>

  <Step>
    ### Review Template

    Verify all details are correct: customer info, services, routes, and pricing breakdown.
  </Step>

  <Step>
    ### Send to Customer

    Click the Send button to transmit the quotation via email with PDF attachment.
  </Step>

  <Step>
    ### Confirmation

    System updates status to SENT and logs the communication in the database.
  </Step>
</Steps>

## Technical Details

**Database:**

* Quotations: `datalake_main.db_ai-loop_CRM_Inquiries`
* Communications: `datalake_main.db_ai-loop_message_communication`

**Status Flow:**

* COST\_CALCULATED → VERIFIED → SENT