Email quotes
The images and steps in this topic are based on our new design (which you can currently switch on and off). If you haven't switched the new design on, the images may look different.
Once you've created quotes, you can then email to the required customer.
- Create the sales quote in the usual way or select an existing quote by going to Sales Quotes.
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Select Email.
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A default email is shown with the quote attached. If an email address is stored for this customer, it will be added in the To field. If not, manually enter an email address.
If you haven't already, you can create an email template to use when sending quotes. Once created, select this template from the end of the email.
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Select Attachment+ if you need to add any additional attachments.
Preview the existing quote attachment by selecting the PDF file name. Edit the content if required, then select Send.
A note is automatically added to the customer record indicating the quote has been sent.
The mail sent icon, 
, on the quotes list indicate the quote has been emailed to the customer.