Send a quote to the customer

Sending emails the quote to the customer contact and any additional recipients, with a PDF copy attached, and moves the quote from Draft to Sent. You can resend a Sent quote as often as you need, for example after editing it.

Before you start

• You need the Quotes: Send permission. Ask an administrator if you do not see Send to Customer or Resend.
• The quote is Draft (to send) or Sent (to resend).
• The quote has an Email or at least one Additional Recipient, and at least one line item. Otherwise a dialog titled Recipient Required or Line Item Required stops you. See Edit a quote.

Steps

1. Open the Draft quote. See Find a quote.
2. Click Send to Customer.
3. In the Send Quote To Customer? dialog, check the recipient count, then confirm with Send to Customer. The status changes to Sent, the toast reads Quote sent successfully, and Mark Approved and Mark Rejected replace the send button.
4. To send the quote again later, open the Sent quote and click Actions.
5. Choose Resend.
6. In the Resend Quote To Customer? dialog, confirm with Resend to Customer. The toast reads Quote resent successfully and the status stays Sent.

Send a quote to the customer1 / 10

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1In the sidebar, open Commerce.

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2Choose Quotes.

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3Open a Draft quote.

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4Click Send to Customer.

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5Check the recipient count, then confirm with Send to Customer.

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6The quote is now Sent. Mark Approved and Mark Rejected replace the send button.

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7To send the quote again later, click Actions.

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8Choose Resend.

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9Confirm with Resend to Customer.

10The status stays Sent and the toast reads Quote resent successfully.

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Watch this as a video (send a quote to the customer)

What happens next

A Sent quote offers Mark Approved and Mark Rejected in the header for recording the customer’s answer. See Approve or reject a quote. You can still edit a Sent quote and resend it.

If the email cannot be sent, the dialog stays open and shows the reason, for example Could not send the quote. Please try again. or Could not resend the quote. Please try again.

Tip

You can also send straight from the edit form. On a Draft, Send to Customer saves your changes and sends; on a Sent quote the button is Save & Send and the dialog is titled Save Changes And Resend Quote?. If the save succeeds but the email fails, the toast reads Quote saved, but send failed: (or Quote saved, but resend failed:) followed by the reason, and the quote keeps your changes.

Related

• Quotes overview
• Edit a quote
• Approve or reject a quote