Creating and Sending Quotes
# 3 > List of quotes
To access the list of quotes, click "Quotes" locate your quote and click "Modify".
# 6 > Send function: Choose
Project browser also features a 'SEND' function that allows you to send email directly from the website.
To start 'Quotes' ->Send
# 7 > Send function: Finalize
You can now customize the email that will be sent:
The from can be your currently logged in email OR the company email
- Email: This is WHO will receive this email
- Doc to use as template: Choose the DOC that was prepared for your quotes (to modify go to Docs and edit the DOC)
(If there is no Docs available, Click 'Add Doc' to create one)
- Subject: the subject of the email
- Message: The message of the email
NOTE: the FULL_CAPS CANNOT be modified as they link to the actual links, so leave them intact or they will not connect to the quote when sending
- Click Send
# 8 > Send function: SENT
After you click 'Send'
The email will be sent
-> The from email will also receive a copy of the message
Notice your customers can now click on the link to view the quotes.
NOTE: Remember you can modify the email at DOCS