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Email a sales quote

This is part of the Sales Quote Add-on Module.

You can email a PDF copy of a sales quote to the customer. eGrow Connect will keep track of emails sent this way in each customer’s Activity Log. You can send a test email to see how it will appear before sending a real email if you want.

Note: The email will not be sent from your email address, but rather from a generic eGrow Connect email address. If you want to send from your own email, print the sales quote as a PDF and then attach it to your email.

  1. Navigate to sales section icon Sales, then sales quote icon Quotes.
  2. Find and double-click on the quote in the left pane list.
  3. Click email icon Email in the taskbar.
  4. Complete the email form fields in the popup window, then hit Send.