Send quote

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Revision as of 12:25, 24 July 2017 by Anatoly.k (talk | contribs)

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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.

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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


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You may select and remove the recipients of quotes before sending the email:

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So you can remove the primary contact from the recipients list and add someone else on the client’s side.