Email a quote or estimate

 TIP: Set up defaults for your email messages to save time when sending quotes and estimates.

Email a single quote or estimate

1. From the Sales dropdown menu, select Quotes and estimates.
2. Open a saved quote or estimate from the list.
3. Select Email from the actions menu on the right.
4. Enter the customers email address. To send to more than one customer, enter more email addresses separated by a semicolon ";".
5. Enter a Subject and Message, then select Send.

Email multiple quotes or estimates at once

1. From the Sales dropdown menu, select Quotes and estimates.
    TIP: To filter by unsent quotes and estimates, select the Sent column heading.
2. Select the checkboxes of the quotes and estimates you want to send. Make sure they're for the same customer.
3. Select the Email icon from the toolbar.
4. Enter the customers email address. To send to more than one customer, enter more email addresses separated by a semicolon ";".
5. Enter a Subject and Message, then select Send.

• Email an invoice
• Quotes and estimates