Sending a Quote

To send a quote, go to (1) Quick Actions and (2) Send Quote Details. The quote will be sent to the email recipients specified in the Quote. 

A notification will appear in the top right telling you that the Quote has been sent.

The recipient (your customer) receives an email that looks like this:

The email has a link that takes your customer to view the Quote in the Customer Portal.

If you’d like to send a Quote Approval, check out this article instead.

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