Emailing customer
How to email the quote to a customer using ToolBox
Firstly, unless a customer has been assigned to a quote, the 'Email customer' option will be greyed out.
To assign a customer to a new or existing quote, in the Customer field at the top left-hand-side of the quote screen, select customer field.
The customers will be displayed. Choose the customer and the screen will update. The customer is now assigned to the quote.
Select the contact on the required customer
To assign a contact to a new or existing quote, in the Customer field at the top left-hand-side of the quote screen, select contact field.
The contacts will be displayed. Choose the contact and the screen will update. The contact is now assigned to the quote.
Select Email customer
Customer and Contact assigned to quote
Now that there is a customer and contact are assigned to the quote. The page will update. Click the ACTIONS dropdown, and select 'Email customer'.
Email customer under the ACTIONS dropdown
When ready, click 'SEND"
A quote ready to send to a customer and contact
To mark the quote as 'Issued' click the 'ACTION' dropdown and select 'Mark as Issued'.
Mark the quote as Issued
The quote viewed from the main quote screen and status is now ISSUED
Last modified 5d ago