Sending Quotes
- Print
Sending Quotes
- Print
Article summary
Did you find this summary helpful?
Thank you for your feedback
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:
Adding Terms and Conditions:
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
Was this article helpful?