How to send a quote to a customer?

To send a quote:

1. Go to My Quotes in the main menu.

2. Open the specific request (it must be in In Progress status).

3. Review the AI-generated quote and make any needed edits.

4. Click Send Quote to deliver the final quote to the customer's associated email address.

9k=

Article Details

Article ID:
101
Category:
Rating :

Related articles