Most Popular Questions

Most Recently Viewed

Most Recently Added
How To Email A Quote? (KB10000078)


If the quote needs to be created Click Here to learn how.

1. Locate the quote by clicking the Quotes tab from the top or locating the lead or account and scrolling down to click on the Quotes sub-tab.

2. In the Quotes detail, click the EMAIL button.

3. The system will generate a PDF document and attach it to the email message.

4. You will see a pop-up window with the Email Quote Form.

5. Add additional emails to CC or BCC.   Separate multiple email recipients with a ";"

6. Modify the Subject if necessary.

7. Enter a personal message for the recipient if necessary.

8. Click SEND and await success confirmation.


Did you find this helpful?