Send an offer by email

Flino sends offers through your connected mailbox – Google Workspace or Microsoft 365 Business — the email comes from your real address, with your signature, in your name.

Prerequisites

Before you can send, Flino checks four things:

1. Contact assigned — no recipient, no send
2. Email address on the contact — otherwise Flino opens the Email address required dialog
3. Salutation on the contact — otherwise the Salutation missing dialog opens (you can also choose Send anyway)
4. Gmail connected — otherwise a banner Sending paused — Gmail connection required

How to send

1. Open the offer from the pipeline or via Offers → click the offer.
2. Click Send offer.
3. Flino shows a dialog with:
   • Recipient (name + address)
   • Sender (from your organisation settings)
   • Subject and body as a pre-filled standard text matching the offer title and salutation
4. If you don’t want to write the text yourself, click Suggest AI text — Flino generates a draft based on your AI writing style and the offer data. The AI draft replaces the standard text in the editor.
5. Edit subject and body as needed.
6. Click Send.

The AI draft is not generated automatically when the dialog opens — it costs one credit and only happens on your explicit click. You can also tweak the standard text without AI and send.

Toast “Offer sent successfully!” — the send badge switches to Sent, the send date is recorded.

![Screenshot: send dialog with AI draft and acceptance link](TODO)

Insert the acceptance link automatically

In Settings → Email you can enable the switch Insert online acceptance link automatically. Then the AI draft for the first email contains the acceptance link by default.

PDF attachment

The PDF attachment is on by default in the send dialog. The PDF is only actually attached if a file is linked to the offer:

• PDF available → attached automatically; the toggle is on, you can disable it.
• No PDF available → a hint appears in the send dialog. Sending is only possible after explicit opt-in (“Send without PDF”).

You can add, replace, or remove the PDF on the offer detail page in the Attach PDF section.

Terms (T&Cs) as a second attachment

If you want to attach your terms to every offer email, you can control this per send with one click:

1. Upload once. Go to Settings → Email and upload your terms as a PDF in the Terms area.
2. Decide per send. The send dialog then shows an extra toggle to attach the terms to this specific email. The default is off — you enable it deliberately.
3. Send as usual — the terms land as a second attachment next to the offer PDF.

Without uploaded terms, the toggle is hidden; without enabling it, nothing is attached.

Send a test email to yourself

Before you send to a real customer, you can send a test email to yourself:

1. Go to Settings → Integrations → Gmail mailbox area.
2. Type your email address.
3. Click Send.

Toast “Test email sent successfully!” and the email is in your inbox.

What happens after sending

• If you activate a follow-up sequence afterwards, Flino sends the follow-up emails automatically.
• Your customer’s replies land in the activity timeline of the offer; an active sequence pauses.
• If the customer clicks the acceptance link and confirms, the status switches to Won.

Common error cases

Message	What to do
”Sending paused — Gmail connection required”	Connect Gmail in Settings
”Send failed. Please try again later.”	Network or Google API hiccup; wait a few minutes and retry
”AI actions are blocked. Please upgrade or buy credits.”	Plan/credit limit reached — see Billing

Multiple send attempts

Already sent an offer and want to send an updated version? Create a new version — see Offer versions.