QuoteWerks Knowledgebase Topic (Article ID 5251)
Email - Attaching more than one document
This information applies to :
July 16, 2019
I have created multiple quotes in a day for the same customer, (for example 3 quotes). Is there a way to send all the quotes together at the same time from QW?
Although at this time, QuoteWerks can't generate multiple quotes and merge them into one QuoteWerks email, here is the workaround (using 3 quotes as the example):
- Press Print->Preview and then press the "Save As" button to save the first quote as a PDF document.
- Repeat the steps for the second quote
- On the 3rd quote, create the email in QuoteWerks as you normally would and then click the "Attach" button.
- Attach the first 2 documents and send your QuoteWerks email.
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