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.