emailing a quote

Question asked by Martin Maynard 11 years ago

There does not seem to be a way of emailing a quote to a client in the same way as you can send in invoice

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3 Replies

Hi Martin,

Unfortunately you cannot email a quote as a draft however if you wish to, you can save the PDF and then send that through an email address. You can however email quotes from sections such as the completed and invoiced.

Kind Regards,

Best answer
11 years ago

Hi Martin,

You can indeed email a quote the same way as an invoice if you head on over to Sales > Quotes > Invoices. Then under the options tab there should be an icon on the right which lets you email the customer.

I hope this has helped, Kind Regards,

11 years ago

you don't seem to be able, to email as a draft.

11 years ago

Hi Martin,

Unfortunately you cannot email a quote as a draft however if you wish to, you can save the PDF and then send that through an email address. You can however email quotes from sections such as the completed and invoiced.

Kind Regards,

Best answer
11 years ago

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