Send a Sales Quote to a Customer

 

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. 

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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.

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To send a Sales Quote document

Click the drop down beside Preview, you will see Sales Quote and Order Pick List. 

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Select Sales Quote and TradeGecko will generate the following document according to your document theme and branding. 

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Here, you can choose to print and/or download the document to send to your customer. 

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