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Export Quote

A quick and easy way to export quotes to submit to potential customers.

From your "Quote Search" screen right click on the quote you wish to email and select "Create PDF" or "Email Quote".

quoteemailpdf


A window will open asking what options you would like on your exported Quote.

quoteexportoptions


If you selected "Create PDF" then your default email client will open with the <quotenumber>.pdf file attached. All you need to do is fill in the recipients email address.

quoteemailclient


If you selected "Create PDF" then a window will open where you can selected a place to save the PDF of your quote. The PDF will be named: <quotenumber>.pdf

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