Send Quotes by Email

Introduction

You may decide to email the Quote to the Contact for their review/approval before sending it for digital signature.  This article covers the process for sending a Quote by email.  

Video Summary

How to Send a Quote by Email

1. Click the More button (3 dots) on the top right of the Quote Record. Select the Send Email option. A pop-up box will open.

2. Click the down arrow, then select the appropriate Template name provided by your company.

3.  After you select the Template, pre-determined fields on the Quote Record are auto-programmed to copy over to the Quote Template, allowing you to view the final version of the Quote before sending it via email. From here, scroll through the entire Quote using the vertical scroll bar to ensure all information is accurate.

1. If NOT accurate, click the Cancel button, go back to the Quote Record and add/update fields as necessary, then click the Send Email option to Review it again.
   
2. If accurate, review File Name, Select US Letter, then click the Next button (see more below).
   

4. An Email will open with all of the necessary fields pre-populated, including the attached Quote. From here, you can add a custom email and Send or Insert an email template and Send.

5. If your company has created an email template to send with the attached Quote, click Insert Template button in top right of email and select the appropriate template. It will auto-appear in the body of the email once selected.  

6. After the email sent, click Email from the Related List to view it and track its status.

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