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How do I send a quote/invoice to multiple people? How do I send the quote/invoice to a specific person within the company?

(Before starting this step make sure you have added multiple contacts to the customer profile, see “How do I add multiple contacts to a customer profile?” for detailed instructions)

  1. To send a quote or invoice to multiple people first go to the all-quotes page by clicking on “quotes” tab and then the “all quotes” tab from the left-side menu on the dashboard.

    SendMultipleQuotes1

  2. Highlight the existing invoice or quote by clicking on it. (Or create a new invoice or quote)

    SendMultipleQuotes2

  3. Scroll all the way to the right of the screen and click on gear icon, select “Edit”

    SendMultipleQuotes3

  4. Click on the “View/Edit Details” button from the bottom of the screen.

    SendMultipleQuotes4

  5. Select the contacts you wish to send the quote or invoice to and hit save.

    SendMultipleQuotes5

  6. Click on “Quote/Invoice Actions” and select “Email Quote to Customer”. The quote will be emailed to every contact you selected.

    SendMultipleQuotes6


    **If you only want to send the quote to one specific person, make sure they are the only contact selected when you get to step 5.

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