How To Reprint A Quote (For The Original Recipients or For Someone New)

A copy of a quote is sent to every individual / business specified in the quote's routing details. The system creates the routing details when a quote is completed. Refer to Completing A Quote Creates Quote Routings for more information about how this information is compiled during quote completion.

If you want to reprint a quote OR if you want to send a quote to someone other than the original recipients:

• Navigate to the Quote - Main page.
• Transfer to the Quote - Quote Routings tab.
• Insert a new row (click the + button). Note that you can only insert information on a quote that is Complete.
• Specify the name and address to which the quote should be sent. If you want to send the quote to someone other than the original recipient, specify the individual's name and address.
• Save the quote.

If a quote is Complete but the print process hasn't yet executed, you may change the name and address on the original routing details; you don't have to insert a new routing row.