To email the quote to the customer, click on the Email quote button directly underneath the main quote.   

Within the pop-up window you can change the subject line and attach any relevant files to be sent to the customer. 

By Clicking on the Show email content text you can reveal the text to make changes to the content, and see the HTML version based on your saved template. Once you’re happy with how the email looks, just hit send. 

Once sent, it will prompt you to add a follow up reminder into the system, with a space for added notes. 

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