Quote can be sent out of the system from any of the booking pages.
Enter the account and the details of your booking, address', service levels etc.
Once the details are entered click the email quote tab.
Enter the email address you wish the quote to be sent to and any additional information you may wish to add to the quote email.
You are then asked if you want to provide a copy of the quote.
No uses the job number as the quote reference
Yes allows you to manually enter a quote reference
You can then send the quote from the system which can also transfer to HubSpot should you be using our HubSpot integration.
You can recall the quotes by entering the account and selecting Open Quotes.
You can search by quote reference.
Quotes that have been emailed will show with an envelope icon.
Highlight and hit enter to recall the quote
