12. How to Send a Quote

How to Send a Quote

1. To preview a quote, hit 'Preview' at the top right of the page. 

2. To send the quote, hit 'Finalize Quote'. Shipping price will not be calculated for PDFs. 

3. Select your Email Template, which can be configured in the Settings Page, and hit Send Quote. 

4. The quote will automatically be moved from Drafts to the Outstanding tab. 

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