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Sending Quotes
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Quote Emails
To send Quotes, select the button at the top of the quote page that says "Email Quote". This will open a menu that allows you to specify who the quote is for, whether the sender should receive a copy also, and any additional message that should be attached to the quote:
The quote can be signed in the email it is sent to by pressing the button:
If you like, terms and conditions can be added to your quotes as well. Please contact Steelhead customer success if you would like some help with this.
Default Quote Messages:
When you are sending a quote to a customer, you have the option to add in your own message. We do not have a place to set a default message for all quotes. However, when you add a message, it will save for that customer and become their default.
Bulk-Send Quotes:
If needed, users can bulk send quotes to a customer
- Select group of quotes with common customer
- Click bulk actions
- Click send email