Email quote to customer

You can email a quote to a customer in the form of a link, a PDF attachment or both.

Prerequisites

• You must have Administrator, Sales Manager or Sales Team permission to use this feature.

To email a quote to a customer:

1. Log into your DecoNetwork website.
2. Browse to Business Hub > Quotes.
   
3. Click View to load the quote you want to email.
   

   You can also click anywhere within a quote's row to load it, except on the customer name. Clicking on the customer name loads the customer record.

4. Click on Email Quote.
   
5. Change or enter information in the Email Quote form.
   
   • Subject: subject of the email. (Your shop name, along with the quote number is automatically added to the Subject field)
   • To: email address of the customer. (The email address saved in the customer's Account record is automatically added to the To field)
   • Cc: email address(es) of other recipients you want to send a copy of the quote to. (Separate email addresses with a comma)
   • Bcc: email address(es) of other recipients you want to privately send a copy of the quote to (Separate email addresses with a comma)
6. Tick Attach PDF, if you want the customer to also receive a PDF of the quote.
7. Add a custom message. (Optional)
8. Click okay