Email a Quote

To email a previously created quote, you must open the quote in the Quote screen. This can be achieved in 3 different ways.

Option 1. Open from Calendar

Just click the Quote on the calendar (brown or green entries). This will open the quote in the Quote screen

Option 2. Open from Search bar on top

In the Search field on top of screen, enter the customer name or quote number or reference number or address or phone number. The system will search and retrieve Quotes and Rentals. You can select the relevant Quote from the list.

Option 3. Search on Quote screen

Open the Quote screen and click the magnifying glass on Quote number. This will open a screen with the quotes listed. Search and open the relevant quote.

To email the Quote to customer, simply click the Email button at the bottom of the screen.

Follow the prompts in the following popup window.

1. Select the Email template first (click here to learn about creating email templates)
2. Verify the email addresses (to enter multiple email IDs, separate each with a comma)
3. Tick the relevant box for Rental Agreement and/or Terms & Conditions
4. Edit the Preview text if required
5. Click Send Email at the bottom.

Watch the video: