13. How to Mark Quotes as Sent
Perhaps your customer requires you to manually input the unit price of a quote into their Excel sheet, or a form in their portal. You can mark quotes as sent without sending an email notification to your customer.
1. To mark a quote as sent, go to the 'Actions' drop-down and select 'Mark as Sent'.
This ensures transparency in the quoting workflow and enables your team to capture the analytic information related to each quote.