Bulk Email Quotes

Topic

If you would like to email multiple quotes at once, you can do that through the Quotes page. This is a handy way to send reminders or to quickly share newly approved quotes with customers in bulk.

Instructions

1. Navigate to the Quotes page.
2. Select the Tab for the quotes you want to email.
3. Tick on the quotes in the list.

4. Select the Paper Plane Icon.

   Note: You can email multiple quotes for multiple customers in one go. The only thing to note is that you'll need to use the same email description for all sent.

   
   
    

5. Edit the fields in the pop-up as needed. 

   Note: Please ensure that your customers have a valid email address associated with them. 

   
   
    

6. Once you've entered all your relevant details, click Send.

   Note: If you would like to send yourself a copy, simply tick on Send me a copy (next to the Send button).

Additional Information

For more info on sending quotes, see here: Online Quotes and PDF Options