If you'd like to email multiple quotes at the same time, you can do so via the Quotes Dashboard.
From here, search and highlight the quotes you're wanting to email > then select the Email icon.
Important 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 the lot.
Within the next screen, several fields will be available to edit. Use these fields to customise your email.
Important Note: Please ensure that your customers have a valid email address associated with them.
Once you've entered all your relevant details, click Send.
Note: If you'd like to send yourself a copy, simply toggle on "Send me a copy" (next to the Send button).
Other Relevant Articles
- Email a Quote
- Email templates: Tradify offers the ability to set up and use preconfigured email templates to help speed up the emailing process.
- Online Quotes and PDF Options
- Quote and email template variables: If you'd like to personalise specific parts of the email description, then you can do so by including quote variables. More on this can be found in the next section of the article.