Email a Quote

Instructions

1. Navigate to the Quotes page. 
2. Search for and select the Quote you want to send.
3. Select the Paper Plane icon (or click Options > Send Email)
   
   
    

4. Edit your email as needed.

   Note: The default Quote email text can be set up in; Settings > Email > Quote (See HERE).
   Select Attach Files  to choose saved files from Notes in the Quote or upload files from your computer to attach to the email.

   

5. Select Send.

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

Additional Information

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