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How to send a quote to a client
How to send a quote to a client

Learn how to send a quote to a client via SMS or email.

Mark Raa avatar
Written by Mark Raa
Updated over 2 years ago

Once you have created a quote, you have the ability to send it to your client via SMS or email.

From the quotes screen, click on the quote you want to send:

Click on the 'Quote Options' button and choose to send the quote via either SMS or email. If you are satisfied with the details and subject line, click on 'Send Quote':

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