Sending a Quote

Last updated 19/Aug/2025, JW

This article explains how to send a prepared quote to a customer via email for their review.

Recommendation: Before sending the quote, it is recommended to complete the Edit Images step to ensure the customer sees the final and most accurate version.

  1. Access the Quote

From the Customer page, locate the quote you want to send.

  1. Send Quote

Click the Send Quote button.

  1. Review and Send

Review the contents and recipient of the Quote Email.

Once confirmed, click the Send button to send the quote to the customer.


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