Why Didn't Pippin Send a Quote?

Summary

Overview: Pippin never sends a quote by itself. It drafts the quote and a person on your team approves it, at every automation level. If no quote reached your customer, the draft is usually waiting for approval, or Pippin did not draft one. This guide lists each cause and the fix.

Prerequisites:

• Your business type sends quotes (Travel Agency or B2B - Closing Deals).
• You can open the Review Queue and Quotes.

Frequently Asked Questions

Pippin drafted the quote, but the customer never got it

Every quote waits in the Review Queue for a person, even on Full auto. You get a notification such as "Pippin drafted a catalog quote for <name> — review it" (or a costed quote), and the Quotes menu shows a count of quotes for review.

Fix: Open the Review Queue and click Approve & Send on the quote. Click the Quotes chip to show only quotes; the oldest waits at the top. Any role can approve. See How to Review and Send a Quote Pippin Drafted and How to Approve or Reject Items in the Review Queue.

My workspace never gets quotes, and I can't see Quotes in the menu

Your business type is B2B - Appointment Setting. That type has no quotes: Pippin offers a meeting instead, and the Quotes menu, the Quotes Sent Dashboard tile and report are hidden.

Fix: If you do need quotes, the Admin changes the business type under Settings › Business type. See How to Choose or Change Your Business Type.

Pippin offered a booking link instead of a quote

Under Settings › AI Studio › Guidance, in Routing preferences, When a customer is ready to move forward may be set to Prefer meetings ("Pippin prefers proposing a booking so a person can talk them through it."), or to Let AI decide, where Pippin picks based on the inquiry.

Fix: The Admin picks Prefer quotes ("Pippin prefers proposing a quote for clear pricing inquiries."). See How to Choose Quotes or Meetings and the Automation Level.

Pippin told the customer the team is preparing their quote, but no quote was drafted

Your workspace quotes from its catalog, and your knowledge has no price for what the customer asked. Pippin doesn't guess a price: it hands the quote to your team. The lead moves to Quote Requested if it hadn't reached the quote stage yet, and your team gets "Pippin couldn't price <name>'s request from your catalog — draft the quote". While your team prepares that quote, Pippin doesn't try again for the lead; creating a quote for it ends the hand-over.

Fix: A Sales Manager or Admin creates the quote from the lead's page. Then add the missing prices to your knowledge so Pippin can price the next request. In a Travel Agency workspace that keeps net rates, the Admin can also switch to Costed quoting on the Quotes tab of Settings › AI Studio. See How Pippin Drafts a Quote, How to Create a Quote Yourself and How to Switch to Costed Quoting and Set Costing Defaults.

Pippin asked the customer a question instead of drafting a quote

When the inquiry is missing something Pippin needs to price it, Pippin asks the customer for it first: how many people are travelling, or what they want quoted (the destination, package or product, and dates). It drafts the quote after they answer.

Fix: Wait for the customer's answer, or create the quote yourself if you already know the details (Sales Manager or Admin). See How Pippin Drafts a Quote and How to Create a Quote Yourself.

There is already a quote waiting for this lead

Pippin keeps one pending quote per lead. While a drafted quote waits for approval, Pippin does not draft another one.

Fix: Approve, edit or reject the waiting quote in the Review Queue first. See How to Approve or Reject Items in the Review Queue.

The free trial reached its outcome cap

When a free trial reaches its outcome cap, Pippin keeps answering but stops drafting quotes and booking links. Approving or sending a quote shows "Your free trial reached its [number]-outcome cap. Subscribe under Settings > Billing to continue drafting quotes and bookings." Settings › Billing shows your cap.

Fix: The Admin subscribes under Settings › Billing. See How the Free Trial Works and How to Subscribe or Change Your Plan.

I approved the quote, but it hasn't been emailed (SMS lead)

A quote is sent by email. If the lead texted you and Pippin doesn't have their email address yet, the approved quote waits. Pippin asks the customer for an address, and the quote goes out as soon as they send one.

Fix: Wait for the customer to reply with their email address, or add it to the lead yourself. See How to Edit a Lead or Change Its Stage.

Approving gives "This lead has no email address on file — only a phone number. Reply by SMS instead, or ask the customer for an email address."

The lead has no email address, and it is not an SMS conversation where Pippin can ask for one.

Fix: Get the customer's email address, add it to the lead, then approve again.

Approving gives "This quote is empty. Write the quote or add its prices before sending."

The quote has no text and no prices, so Pippify won't send an empty quote.

Fix: Open the quote, write it or add its prices, then send it. See How to Edit a Quote.

The quote page says "A sent quote can't be edited"

The quote already went to the customer, so it is locked and can't be sent again.

Fix: To send a changed offer, open Actions › Regenerate with AI on the quote page to make a new quote. See How to Edit a Quote.

Approving gives "Your Pippify subscription is inactive. Reactivate it under Settings > Billing to send messages, quotes and booking links."

The workspace is read-only, so nothing is sent.

Fix: See Why a Feature Is Locked and What Read-Only Means.

Pippin isn't replying to the lead at all

If there is no reply either, the quote is not the problem. See Why Didn't Pippin Reply to This Email?

Next Steps & Related Resources

• Next steps:
  • How to Review and Send a Quote Pippin Drafted
  • How to Choose Quotes or Meetings and the Automation Level
• Related articles:
  • How Pippin Drafts a Quote
  • What Is a Quote in Pippify?
  • Why Some Replies and Follow-Ups Wait for Approval
  • Why Didn't Pippin Send a Booking Link?
  • How to Create a Quote Yourself

Need more help? For more information and assistance, please send an email to support@pippify.ai.

Last Updated: 10/19/2026