Quotes

Perry Love shared this question 5 years ago
Answered

Can I email a quote to a customer somehow?

Best Answer
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Go to the Lead, and next to the edit button is an Email button. Click it and chose the Cusomer - Quote template. This will email them a link to the quote. You can customize and activate this template under Settings -> Email Center

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1

Go to the Lead, and next to the edit button is an Email button. Click it and chose the Cusomer - Quote template. This will email them a link to the quote. You can customize and activate this template under Settings -> Email Center