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Send Sales Quote

Updated yesterday

Q1. Can I email my quote to customers?

  • Yes. Click the email icon to send the quote to your customer. You can also edit the email content and set default email templates.

  • Emailing a quote will also include the Sales Quote PDF and external attachments.

Q2. Can I customize the Sales Quote Email?

  • Yes. Go to Settings β†’ Templates β†’ Emails β†’ Orders β†’ Sales Quote and configure your email details.

Q3. Can I use different Sales Quote Email per customer?

  • Yes. Set a default Sales Quote Email per contact in the Contacts settings.

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