How do I share a quote?

Sharing a Quote
You can share a quote in two ways, as a link or as an attachment.

• As a link. Follow these steps to share the quote as a link:

1. Click the Main Menu.
2. Click Sales.
3. Select Quotes.
4. Open the required quote record.
5. Click More icon on the top-right corner.
6. Click Share.
7. Click Share as link.
8. A mail compose window opens with the Quote link.
9. Enter the recipient's details and click Send.

• As an attachment. Follow these steps to share the quote as an attachment:

1. Click the Main Menu.
2. Click Sales.
3. Select Quotes.
4. Open the required quote record.
5. Click More icon on the top-right corner.
6. Click Share.
7. Click Share as attachment.
8. A mail compose window opens with the Quote attachment.
9. Enter the recipient's details and click Send.

To know more about Quotes, click here.