Bulk Email Quotes

Who can use this?

Platform: Web            Plan: Lite | Pro | Plus            Staff Permission: Quoting

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).

 

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