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How do I e-mail a quote?

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1.Select the File|Print menu.

 

2.Click on the Layouts tab, and choose a print layout (print layouts determine what your quote will look like when it is sent to your customer) that you want to use, and click on the [E-mail] button.

 

3.The Send E-Mail window will appear.  The email address of your customer will be pulled from the Sold To / Ship To tab of the quote workbook and placed into the TO field of the email.  Click on the [Send] button to send the e-mail.

 

Note: You must setup QuoteWerks with your e-mail settings in order to use this e-mail feature.  To do this, select the Internet tab of the Tools|My Preferences menu.  This internet tab also allows you to specify if you want to e-mail your quotes in RTF (Microsoft Word compatible) format or PDF (Adobe Acrobat compatible) format.