Send a Quote to a Customer

After you merge all necessary information about the opportunity into the quote template and have reviewed the quote, you are ready to send the quote to your customer.

1. From the Quotes tab of an opportunity, right-click the quote you want to send and select Send.
   The Send Quote window opens.

   Note: The Send option is not active unless all opportunity and quote data have been successfully merged into a quote template. See Merge Opportunity and Quote Data into a Quote Template.
2. Enter field information.

   Send Quote Window

   Field	Description
   To	Enter the email address of the contact or staff member you are sending the quote to, or click this button to open the Select Names window.
   Cc	Enter an email address in the Cc field to send the quote to, or click this button to open the Select Names window.
   Bcc	Enter an email address in the Bcc field to send the quote to, or click this button to open the Select Names window.
   Subject	Enter the subject for the quote in this field.
   Comment	Enter any comments in this field.
   Opportunity Files	Any files that are permanently attached to the opportunity are listed in this section. Select the check box next to any file attachments you want to send with the quote.
   Temporary Files	Click Add Files to select a file to send with the quote. This action does not permanently attach the file to the opportunity.
   Send as PDF	Select this check box if you want to send the quote as a PDF attachment instead of the default Word attachment. If this check box does not appear, your administrator has not configured Opportunity Tracking to send quotes as PDF documents.

3. Click Send to send the quote to the recipients you’ve added to the Send Quote window.

Results:

After a quote has been sent to a customer, the details of the quote (From, To, Cc, Bcc, Format, Attachments, Subject, and Comments) are recorded as a note to the opportunity the quote is associated with. In addition, the status of the quote is automatically set to Sent.