Emailing Quotation to Customer | EPOS POS System

Existing quotations can be emailed to customers.

 

Step

Description

1

Select the quotation from the quotations list in the main Quotations page.

2

Click on the Email To customer button on the top right of the page.

3

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.

 

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