How to email a Quote

How to email a Quote

More Information

These navigation and entry instructions may not be the only way to complete the desired task.  For more in-depth explanations, any related articles will follow the instructions as links.

Steps

  • Click on Quotes icon on the Home tab.  This will open the Quotes window with the Quotes Toolbar at the top.


  • From the Quotes Toolbar, click on 'Quote', then select 'Email' from the drop down menu.


  • Select the type of document to send.  Click OK.  In this example we have chosen the 'Retail Quote'.


  • Select the template to which the document will attach.  Click OK.

  • Verify the email address and any other information to be added.
  • Read through the message and change anything that you would like to change.
  • Click Send Message.


See also How to Email Quotes, Sales or Orders from Solatech.

APPLIES TO

  • SalesPRO Software

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