Sales Quotes can only be emailed to a customer when Sales Order is in Draft. To save the sales quote, click "Save as Quote" instead of Create. Clicking "Create" will create the sales order in Active stage.
To send a Sales Quote via email
Go to the Sales Order that you wish to email the quote. Click "Email" and a popup will appear. You can choose to add a customized message or CC yourself.
To send a Sales Quote document
Click the drop down beside Preview, you will see Sales Quote and Order Pick List.
Select Sales Quote and TradeGecko will generate the following document according to your document theme and branding.
Here, you can choose to print and/or download the document to send to your customer.