Send a quote

Send a quote to a customer by email with the quote PDF attached. Open Menu, and then select Sales > Quotes.

Before you begin

The quote must have an email recipient, or you must enter one in the email drawer. Review the quote PDF before sending it.

To send a quote by email

1. Open Menu, and then select Sales > Quotes.
2. Open the quote, and then select More actions > Send by email. You can also use Send by email from the quote’s row Actions menu.
3. In the Send by email drawer, review To and add Cc or Bcc recipients when required.
4. Review Send a copy to my email, the subject, and the email note.
5. Under Attachments, keep the quote PDF selected when it should be included.
6. To inspect the message, select More actions > Preview email, and then return to the original tab.
7. Select Send.

QuickStart closes the drawer and sends the email in the background. A notification confirms whether the email was sent. After a successful send, QuickStart records the email with the quote and changes the quote status to Sent to customer.