Existing quotations can be emailed to customers.
Select the quotation from the quotations list in the main Quotations page.
Click on the Email To customer button on the top right of the page.
A pop-up will prompt the user to email the quotation to the customer.
Click on X to skip emailing the quotation to the customer or click on Confirm to forward the quotation to the customer’s email address.
💡Quotation will be emailed to customer in PDF format. For more information, see Exporting a quotation to PDF.