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.

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