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Quote: How to Send a Quote to a Customer

The process of finalizing a draft quote and emailing it to the client.

Updated over 3 weeks ago

Sending the Quote

  1. Review: Ensure all details, attachments, and recipients are correct.

  2. Quote will be sent to your responsible party (Paid By), and all the additional customers for whom notify check box has been turned on.

  3. Send: Use the bottom action bar to click Send.

  4. Status: The quote status will update to Open once sent.

  5. Resending: You can also use the Send Email option from the Actions menu in the quote list to resend notifications.


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