Difference between revisions of "Send quote"
From Protemos Wiki
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[[File:QSsend the quotes to cont.png |Quote sending|840px]] | [[File:QSsend the quotes to cont.png |Quote sending|840px]] | ||
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| + | You may select and remove the recipients of quotes before sending the email: | ||
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| + | [[File:3Sending the quotes to contact add remove recipients.png |Quote sending|840px]] | ||
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| + | So you can remove the primary contact from the recipients list and add someone else on the client’s side. | ||
Revision as of 11:25, 24 July 2017
Quote sending page: http://cloud.protemos.com/quote/ХХХХ (replace XXXX with a valid number)
From this page you can send the quote to the customer: check information, amend if needed, and select the “Send” button.
You have the option not to send the quotes to the main contact.
You can select the person on client side who will be getting the quotes by default:
File:1Sending the quotes to contact.png
You may select and remove the recipients of quotes before sending the email:
So you can remove the primary contact from the recipients list and add someone else on the client’s side.
