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Resending or Forwarding a Sales Quote to a Customer


When you need to resend a sales quote that has already been sent to a customer, or if you need to forward a sales quote to another customer email address, follow these steps.

Find the sales quote in your user dashboard, you can use the status filter options to filter have sales quote status, for example if you are looking for a sales quote that has been sent but not approved yet, click on the Sent filter botton (top of the page, below the menu bar) as shown below.  You may choose to use the column filter feature to further refine the sales quotes displayed.  Read the user guide topic Filtering Sales Quotes On The User Dashboard learn more.

When you locate the sales quote to resend or forward to a customer, click on the action menu drop down and select the Preview menu option (as shown below)

 

Scroll through your sales quote content to have check everything is correct, this is exactly what your customer will see.  It is a good idea to also open the PDF version of your sales quote (click on the View as PDF button), look at the page breaks in particular and make sure you start content on a new page if it does not look quite right spread across two pages.

Now click on the Resend button in the top menu bar (right-hand side), as shown below.

Type an appropriate email subject in the Subject field, the default email subject may not be appropraite if you are resending your sales quote or forwarding to more contacts other than the primary customer contact.

Now type the email address of any other customer contact you want to send this sales quote to (in additional to the primary contact in the To data field), these email addresses can be typed in to the CC (Type email address and press enter) data field.

Now type your email message (the default email content will be shown as normal, however given you are resending this sales quote it might be appropriate to type a different message for your customer to read).  Be careful not to remove the link to open the sales quote in the email message.

Now click on the Send button to transmit the email to your customer.

Congratulations! You have successfully resent or forwarded your sales quote to your customer.

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