How to send or resend the quote (follow up email to multiple customers)

Modified on Thu, 11 Feb, 2021 at 11:43 AM

To send/resend the quote to the customer click on the dropdown next to the View button and select send quote option. Make sure you have the price in the order before you send the quote. 



If you want to follow up with multiple customers with the same template select multiple orders > from the Action menu select Send quotes > select template and send


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